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Brianna Marie Matro

Range Advisory, LLC

Mclean, VA

New York, NY

CRD 6974343

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Employer firm

Range Advisory, LLC CRD 321969

$654M regulatory AUM 1,180 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Range Advisory, Llc

8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-05-06
VA RA APPROVED 2025-05-06
NJ RA APPROVED 2025-05-05
NY RA APPROVED 2025-05-05
TX RA APPROVED 2025-05-05
  • PA RA
    APPROVED
    Since 2025-05-06
  • VA RA
    APPROVED
    Since 2025-05-06
  • NJ RA
    APPROVED
    Since 2025-05-05
  • NY RA
    APPROVED
    Since 2025-05-05
  • TX RA
    APPROVED
    Since 2025-05-05

Branch Locations

8270 Greensboro Drive Suite 910, Mclean, VA 22102 • United States

369 Lexington Ave 9Th Floor, New York, NY 10017 • 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
Fidelity Brokerage Services Llc Towson MD 06/2018 10/2023
Loyola University Maryland Baltimore MD 08/2017 06/2018
Charter Communications Stamford CT 06/2017 08/2017
Loyola University Maryland Baltimore MD 08/2016 06/2017
Range Advisory, Llc Mclean VA 04/2025 Present
Fidelity Investments New York NY 10/2023 03/2025
  • 06/2018 → 10/2023
    Fidelity Brokerage Services Llc
    Towson, MD
  • 08/2017 → 06/2018
    Loyola University Maryland
    Baltimore, MD
  • 06/2017 → 08/2017
    Charter Communications
    Stamford, CT
  • 08/2016 → 06/2017
    Loyola University Maryland
    Baltimore, MD
  • 04/2025 → Present
    Range Advisory, Llc
    Mclean, VA
  • 10/2023 → 03/2025
    Fidelity Investments
    New York, NY
Previous Registrations
  • 2025-03-31 → 2025-04-04
    Strategic Advisers Llc
    Boston, MA
  • 2020-05-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Towson, MD
    New York City, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-10
  • S66 Uniform Combined State Law Examination
    2018-12-10

View on SEC IAPD

Nearby Firms

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MORGAN STANLEY
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Nearby Investors

SEAN WILLIAM HOSTY
ANIE T ZAROOKIAN
NGOC DINA HUYNH

Nearby Offices

BLUESTONE INVESTMENT MANAGER, LLC · MCLEAN, VA
MORGAN STANLEY · Mclean, VA
WELLS FARGO CLEARING SERVICES, LLC · MCLEAN, VA

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