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Matthew Ryba

Oakbourne Advisors

West Chester, PA

Berkeley Heights, NJ

CRD 5714748

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Employer firm

Oakbourne Advisors CRD 129112

$348M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Oakbourne Advisors

200 Connell Drive Suite 1000, Berkeley Heights, NJ 07922 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-01-31
  • PA RA
    APPROVED
    Since 2022-01-31

Branch Locations

2 West Market Street Suite 1, West Chester, PA 19382 • United States

200 Connell Drive Suite 1000, Berkeley Heights, NJ 07922 • 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
Hartford Funds Wayne PA 07/2014 07/2021
Northstar Asset Management Llc West Chester PA 07/2021 Present
  • 07/2014 → 07/2021
    Hartford Funds
    Wayne, PA
  • 07/2021 → Present
    Northstar Asset Management Llc
    West Chester, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-08
S63 Uniform Securities Agent State Law Examination 2014-08-21
  • S65 Uniform Investment Adviser Law Examination
    2021-09-08
  • S63 Uniform Securities Agent State Law Examination
    2014-08-21
Other Names
  • Matthew John Ryba

View on SEC IAPD

Nearby Firms

WEALTHCARE ADVISORY PARTNERS LLC
WEALTHCARE CAPITAL PARTNERS, LLC
LPL FINANCIAL LLC

Nearby Investors

STEPHEN VINCENT MCGUIRE
SMITHA THOMAS
TODD ANTHONY SCORZAFAVA

Nearby Offices

WEALTHCARE ADVISORY PARTNERS LLC · WEST CHESTER, PA
WEALTHCARE CAPITAL PARTNERS, LLC · WEST CHESTER, PA
LPL FINANCIAL LLC · WEST CHESTER, PA

More in West Chester, PA

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