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Matauro, LLC CRD 333038
$1.05B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1325 Avenue Of The Americas, New York, NY 10019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-06 |
| CA | RA | APPROVED | 2025-11-24 |
| NY | RA | APPROVED | 2024-09-27 |
Branch Locations
North Hollywood, CA • United States
1325 Avenue Of The Americas, New York, NY 10019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston University | Boston | MA | 09/2014 | 05/2018 |
| Unemployed | New York | NY | 05/2018 | 08/2018 |
| Bookstr | New York | NY | 06/2017 | 08/2017 |
| Quantum Capital | Sydney | 03/2017 | 04/2017 | |
| Axa Advisors, Llc. | New York | NY | 08/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 08/2018 | 09/2024 |
| Matauro, Llc | New York | NY | 09/2024 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2024 | 02/2025 |
| Simplicity Investments, Inc. | Littleton | CO | 02/2025 | Present |
1.) CRUMP - 9/1/24 - 1325 Avenue of the Americas, 27th Floor, New York, NY 10019 - Contracted, Use for fixed insurance products, Not Invt Rel, Insurance business, 10 hrs/mo; 10 hrs/mo (during trading hours). 2.) MATAURO LLC - 9/1/24 - 1325 Avenue of the Americas, 27th Floor, New York, NY 10019, Advisor, Financial planning, tax strategy, investment mgmt, Invt Rel, Financial Advisory Business, , 140 hrs/mo; 100 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-12 |
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