Peter
Mataras

Alphaq Advisors

CRD#4224066
Investment Advisor
in Winter Park, FL

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About this Advisor

Peter Mataras is a financial advisor based in Winter Park, Florida, working with Alphaq Advisors. Peter has previously worked at Mataras Financial Services Inc, has passed the Series 63 and Series 65 regulatory exams, and is registered to provide services in Florida. Peter is currently part of Alphaq Advisors, which operates from Winter Park, Florida. The firm has 1 office and 2 employees. Alphaq Advisors manages $59.5 million in assets and serves high-net-worth clients. The firm offers financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. Alphaq Advisors uses asset-based and hourly fee structures.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

941 W. Morse Blvd. Suite 100
Winter Park, FL 32789

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Alphaq Advisors Brokerage Details

Total Assets Under Management

$59,462,442

FL Average: $1,855,561,029
Total Number of Employees

2

FL Average: 62
Total Number of Accounts

186

FL Average: 2,474
Average Account Size

$319,691

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Peter Mataras Work History

2014 - Present (11 years)

Mataras Financial Services Inc

Disclosures

Please visit the SEC profile of Peter Mataras to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alphaq Advisors

Peter Mataras
Winter Park, FL
Syed Rizvi
Winter Park, FL

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