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Matthew James Matrisian

Assetmark Brokerage, LLC

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About Matthew James Matrisian

Matthew Matrisian is a financial advisor with Assetmark Brokerage, LLC. Matthew has been in the financial services industry since 1996. Matthew has a Series 7, Series 24 and Series 63 license. Matthew is currently registered in California. Matthew was previously registered with CAPITAL BROKERAGE CORPORATION and RAYMOND JAMES FINANCIAL SERVICES, INC.

Firm Information

Matthew Matrisian is currently registered with Assetmark Brokerage, LLC. Assetmark Brokerage, LLC is a Limited Liability Company formed in 2013 and approved to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

168

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Matthew Matrisian’s Registration & Firm History

CA

08/15/2014 - Present

Assetmark Brokerage, LLC (CONCORD CA)

CA

06/24/2010 - 08/15/2014

CAPITAL BROKERAGE CORPORATION (CONCORD CA)

FL

08/20/1996 - 03/29/2010

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 11/13/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/02/1997

Series 4 - Registered Options Principal Examination

BC

Issued 01/09/1997

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Matthew James Matrisian. Review regulatory record here.
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