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Alyssa Colonna Young

Mtm Financial Group, LLC

Bethlehem, PA

CRD 7340668

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Employer firm

Mtm Financial Group, LLC CRD 147221

$772M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Mtm Financial Group, Llc

4505 Hanoverville Road, Bethlehem, PA 18020 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-07-01
  • PA RA
    APPROVED
    Since 2021-07-01

Branch Locations

4505 Hanoverville Road, Bethlehem, PA 18020 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Strategic Financial Alliance, Inc. Atlanta GA 02/2021 Present
Kickcharge Creative Washington NJ 05/2015 01/2021
Mtm Financial Group, Llc Bethlehem PA 02/2021 Present
Mtm Financial Group Bethlehem PA 02/2021 Present
  • 02/2021 → Present
    The Strategic Financial Alliance, Inc.
    Atlanta, GA
  • 05/2015 → 01/2021
    Kickcharge Creative
    Washington, NJ
  • 02/2021 → Present
    Mtm Financial Group, Llc
    Bethlehem, PA
  • 02/2021 → Present
    Mtm Financial Group
    Bethlehem, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-09
  • S66 Uniform Combined State Law Examination
    2021-06-09
Other Names
  • Alyssa Young
  • Alyssa N Colonna

View on SEC IAPD

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Nearby Investors

ANDREW FRANCIS AIGNER
KATHLEEN KOVACS MCDERMOTT
JOHN PHILIP CITO

Nearby Offices

MCDERMOTT INVESTMENT ADVISORS, LLC · Bethlehem, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Bethlehem, PA
LINCOLN INVESTMENT · BETHLEHEM, PA

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