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Materetsky Financial Group CRD 292353
$721M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2240 Woolbright Road Suite 354, Boynton Beach, FL 33426 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-04 |
| FL | RA | APPROVED | 2018-06-15 |
Branch Locations
2240 Woolbright Road Suite 354, Boynton Beach, FL 33426 • United States
200 Broadhollow Road Suite 207, Melville, NY 11747 • United States
1451 W. Cypress Creek Rd Ste. 300, Fort Lauderdale, FL 33309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | Boynton Beach | FL | 07/1996 | 06/2018 |
| Materetsky Financial Group | Boynton Beach | FL | 05/1996 | Present |
| Royal Alliance Associates, Inc. | Boynton Beach | FL | 09/2003 | 06/2018 |
| Materetsky Financial Group, Inc. | Boynton Beach | FL | 05/2018 | Present |
| Private Client Services | Boynton Beach | FL | 06/2018 | Present |
1) MATERETSKY FINANCIAL GROUP. 2240 WOLLBRIGHT ROAD, STE 354, BOYNTON BEACH, FL 33426. RIA. PRESIDENT & FINANCIAL ADVISOR. 200 HOURS/MO; 150 DURING TRADING HOURS. 2) INDEPENDENT INSURANCE AGENT 3) MFG TAX PREPERATION. NOT INVESTMENT-RELATED. 2240 WOOLBRIGHT RD, STE 350, BOYNTON BEACH, FL 33426. INCOME TAX RETURN PREPERATION. OWNER. STARTED 09/2023. 10 HRS/MO; 10 DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-20 |
| S65 | Uniform Investment Adviser Law Examination | 1999-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-15 |
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