Financial ADVSR advisor directory · SEC adviser records
Materetsky Financial Group financial advisors in Florida
Every SEC-registered investment adviser representative at a Materetsky Financial Group office in Florida, by city and A to Z.
The short answer
4 registered advisors work at Materetsky Financial Group in Florida, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Boynton Beach (4). 3 list the CFP designation and 4 are also registered broker representatives.
Materetsky Financial Group advisors by city in Florida
Every firm in Florida →Materetsky Financial Group advisors in Florida, A to Z
Search by name →- Joseph R. CarpenitoBoynton Beach
- Ira S. MateretskyBoynton Beach · Certified Financial Planner
- Matthew J. WelshBoynton Beach · Certified Financial Planner
- Michael D. WrightBoynton Beach · Certified Financial Planner
Materetsky Financial Group advisors in every state →Materetsky Financial Group: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Materetsky Financial Group financial advisors are in Florida?
4 investment adviser representatives are registered at Materetsky Financial Group offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 3 list the CFP designation and 4 are also registered as broker representatives.
Where in Florida does Materetsky Financial Group have the most advisors?
Boynton Beach, with 4. Materetsky Financial Group has advisors in 1 city in Florida.
How do I check a Materetsky Financial Group advisor in Florida?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Materetsky Financial Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.