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Zachary Taylor Matarazzo

MAIN LINE RETIREMENT ADVISORS, LLC·WHITEFISH, Montana
Series 65Clean record8 years registeredMAIN LINE RETIREMENT ADVISORS, LLC
2 O'BRIEN AVE, WHITEFISH, MT 59937CRD# 6889116Firm CRD# 284780

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Zachary Taylor Matarazzo · WHITEFISH, MT
Registration
CRD #6889116 · MAIN LINE RETIREMENT ADVISORS, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

MAIN LINE RETIREMENT ADVISORS, LLC
Jan 2018 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 8, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MAIN LINE RETIREMENT ADVISORS, LLC
CRD 284780 · SEC 801-108390
AUM
$357M
Regulatory assets under management
Employees
3
531 client accounts
Services offered by MAIN LINE RETIREMENT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MAIN LINE RETIREMENT ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Zachary Taylor Matarazzo offer?
Zachary Taylor Matarazzo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WHITEFISH, Montana for a consultation.
What are Zachary Taylor Matarazzo's credentials?
Zachary Taylor Matarazzo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zachary Taylor Matarazzo located?
Zachary Taylor Matarazzo is based in WHITEFISH, Montana, working with MAIN LINE RETIREMENT ADVISORS, LLC. Their office serves clients in the WHITEFISH metropolitan area and surrounding communities.
How does Zachary Taylor Matarazzo charge for services?
Zachary Taylor Matarazzo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAIN LINE RETIREMENT ADVISORS, LLC?
MAIN LINE RETIREMENT ADVISORS, LLC has approximately 3 employees and manages $357M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MAIN LINE RETIREMENT ADVISORS, LLC

Alfred Francis Matarazzo
WHITEFISH, MT

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