Alfred
Matarazzo
Main Line Retirement Advisors, LLC
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About this Advisor
Alfred Matarazzo is a financial advisor based in Whitefish, Montana, working with Main Line Retirement Advisors, LLC. Alfred has previously held positions at Csenge Advisory Group, Main Line Financial Advisors LLC, Fsc Securities Corporation, and Main Line Retirement Advisors, LLC. Alfred has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Montana, New Jersey, Pennsylvania, and Texas. Currently, Alfred is part of Main Line Retirement Advisors, LLC, which operates out of Whitefish, Montana. The firm has 2 offices and 3 employees. The firm manages assets totaling $357.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Main Line Retirement Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Main Line Retirement Advisors, LLC Brokerage Details
$357,323,683
3
531
$672,926
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Alfred Matarazzo Work History
Main Line Retirement Advisors, LLC
Csenge Advisory Group
Fsc Securities Corporation
Main Line Financial Advisors LLC
Disclosures
Please visit the SEC profile of Alfred Matarazzo 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 Main Line Retirement Advisors, LLC
Whitefish, MT
Whitefish, MT
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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