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Matthew Perri

Zynergy Retirement Planning

Red Bank, NJ

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Current Employers
Zynergy Retirement Planning

10 Nj-35, Red Bank, NJ 07701 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-02-04
  • NJ RA
    APPROVED
    Since 2026-02-04

Branch Locations

10 Nj-35, Red Bank, NJ 07701 • 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
Pruco Securities Llc New York NY 06/2023 11/2024
City National Bank New York City NY 06/2022 08/2022
Innovative Advocate Group Red Bank NJ 11/2020 08/2021
Stevens Institute Of Technology Hoboken NJ 06/2019 05/2023
High Technology High School Lincroft NJ 05/2015 06/2019
The Prudential Insurance Company Of America New York NY 09/2023 07/2025
Lpl Enterprise, Llc New York NY 11/2024 07/2025
Stifel Independent Advisors Colts Neck NJ 07/2025 12/2025
Zynergy Retirement Planning Red Bank NJ 01/2026 Present
  • 06/2023 → 11/2024
    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
    New York, NY
  • 07/2025 → 12/2025
    Stifel Independent Advisors
    Colts Neck, NJ
  • 01/2026 → Present
    Red Bank, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-07
  • S66 Uniform Combined State Law Examination
    2023-08-07
Designations

View on SEC IAPD

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