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Matthew Jaron Bielawski

Roth Capital Partners, LLC

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About Matthew Jaron Bielawski

Matthew Bielawski is a financial professional with experience in the securities industry. Matthew holds licenses for Series 7, Series 63, Series 87, and SIE. Matthew has been registered with Roth Capital Partners, LLC since 2024. Previously, Matthew worked at MKM PARTNERS LLC. Matthew has a history of working in the financial sector, with experience in both Connecticut and Illinois.

Firm Information

Matthew Bielawski is currently registered with Roth Capital Partners, LLC. Roth Capital Partners, LLC is a Limited Liability Company formed on January 10, 2001. The firm provides investment advisory services, including distribution of sell-side research reports/corporate access and acting as a solicitor. They have a presence in 52 states and the District of Columbia. Roth Capital Partners, LLC primarily serves investment companies and other investment advisors, with a reported 70 clients in these categories. The firm has disclosed 16 regulatory events and 12 arbitration events.

Not reported

Assets Under Management

Not reported

Total Clients

85

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.

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(1) distribution of sell-side research reports/corporate access (2) solicitor

(1) distribution of sell-side research reports/corporate access (2) solicitor

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Matthew Bielawski’s Registration & Firm History

IL

01/15/2024 - Present

Roth Capital Partners, LLC (Chicago IL)

CT

11/02/2011 - 05/02/2017

MKM PARTNERS LLC (STAMFORD CT)

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Licenses & Designations

BC

Issued 12/22/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/13/2024

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 05/12/2023

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Jaron Bielawski.
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