Matthew Perri

Employer firm

Zynergy Retirement Planning CRD 143861

$173M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• TAX SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2023 → 11/2024
  Pruco Securities Llc
  New York, NY
• 06/2022 → 08/2022
  City National Bank
  New York City, NY
• 11/2020 → 08/2021
  Innovative Advocate Group
  Red Bank, NJ
• 06/2019 → 05/2023
  Stevens Institute Of Technology
  Hoboken, NJ
• 05/2015 → 06/2019
  High Technology High School
  Lincroft, NJ
• 09/2023 → 07/2025
  The Prudential Insurance Company Of America
  New York, NY
• 11/2024 → 07/2025
  Lpl Enterprise, Llc
  New York, NY
• 07/2025 → 12/2025
  Stifel Independent Advisors
  Colts Neck, NJ
• 01/2026 → Present
  Zynergy Retirement Planning
  Red Bank, NJ

Previous Registrations

• 2025-07-21 → 2025-12-17
  Stifel Independent Advisors, Llc
  Colts Neck, NJ
• 2024-11-14 → 2025-07-29
  Lpl Enterprise, Llc
  New York, NY
• 2023-09-22 → 2024-11-14
  Pruco Securities, Llc.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-08-07

Designations

• Certified Financial Planner