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Alfred Francis Matarazzo

Main Line Retirement Advisors, LLC

Whitefish, MT

Whitefish, MT

CRD 2232383

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Employer firm

Main Line Retirement Advisors, LLC CRD 284780

$449M regulatory AUM 179 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Main Line Retirement Advisors, Llc

2 O'BRien Ave, Whitefish, MT 59937 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-04-20
MT RA APPROVED 2019-09-05
PA RA APPROVED 2016-09-23
  • TX RA
    APPROVED_RES
    Since 2023-04-20
  • MT RA
    APPROVED
    Since 2019-09-05
  • PA RA
    APPROVED
    Since 2016-09-23

Branch Locations

2 O'BRien Ave, Whitefish, MT 59937 • United States

2 O'BRien Ave, Whitefish, MT 59937 • 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
Main Line Financial Advisors Llc Pottstown PA 06/1988 12/2017
Fsc Securities Corporation Pottstown PA 04/1992 08/2018
Main Line Retirement Advisors, Llc Radnor PA 09/2016 Present
Csenge Advisory Group Clearwater FL 09/2016 12/2018
  • 06/1988 → 12/2017
    Main Line Financial Advisors Llc
    Pottstown, PA
  • 04/1992 → 08/2018
    Fsc Securities Corporation
    Pottstown, PA
  • 09/2016 → Present
    Radnor, PA
  • 09/2016 → 12/2018
    Csenge Advisory Group
    Clearwater, FL
Previous Registrations
  • 2016-09-25 → 2019-07-09
    Pottstown, PA
    Clearwater, FL
  • 1998-09-21 → 2018-12-31
    Main Line Financial Advisors, Llc.
    Malvern, PA
  • 2009-11-03 → 2018-08-03
    Fsc Securities Corporation
    Radnor, PA
    Malvern, PA
    Bala Cynwyd, PA
    Malvern, PA
    Malvern, PA
Other Businesses

(1) MANATAWNY STILL WORKS; NOT INVESTMENT RELATED; 320 CIRCLE OF PROGRESS, POTTSTOWN, PA 19464; PARTNER; 4/01/2014 to 10/1/2025 ; 10 HRS/MONTH; 1 HR/MONTH DURING SECURITIES TRADING HOURS; DISTILLER OF CRAFT SPIRITS; PASSIVE PARTNER NOT INVOLVED IN ANY DAY TO DAY ACTIVITIES (2) OWEN J. ROBERTS EDUCATIONAL FOUNDATION, BOARD MEMBER, PO BOX 127, ST PETERS, PA 19470, 8/2011-2016, 1 HR/MO (0 HRS DURING SECURITIES TRADING HRS), NOT INVESTMENT RELATED; (3) POTTSTOWN AREA INDUSTRIAL DEVELOPMENT CORP (PAID), BOARD MEMBER, 152 HIGH ST, POTTSTOWN, PA 19464, 6/2011-2016, 3 HRS/MO (0 HRS DURING SECURITIES TRADING HRS), NOT INVESTMENT RELATE

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-03-17
S63 Uniform Securities Agent State Law Examination 1992-05-15
  • S65 Uniform Investment Adviser Law Examination
    1997-03-17
  • S63 Uniform Securities Agent State Law Examination
    1992-05-15
Other Names
  • Alfred Francis (Jr) Matarazzo

View on SEC IAPD

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