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Matthew Robert Sylvester

Saffron Consulting Services LLC

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About Matthew Robert Sylvester

Matthew Sylvester is an investment advisor representative for Saffron Consulting Services LLC in Chandler, Arizona. Matthew has been in the financial services industry since 2004 and has worked for a number of firms, including United Planners' Financial Services of America A Limited Partner and New England Securities. Matthew holds Series 63 and Series 65 licenses, and specializes in pension consulting, financial planning and educational seminars. He is a registered investment advisor with the State of Arizona.

Firm Information

Matthew Sylvester is currently registered with Saffron Consulting Services LLC. Saffron Consulting Services LLC is a registered investment advisor with 1 licensed agent and 1 investment adviser representative. They provide financial planning, pension consulting, and educational seminars. The firm manages approximately $1.13 million in assets for 2 clients, primarily pension and profit-sharing plans.

$1.13M

Assets Under Management

Not reported

Total Clients

1

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Sylvester’s Registration & Firm History

AZ

07/08/2015 - Present

Saffron Consulting Services LLC (CHANDLER AZ)

AZ

01/02/2008 - 12/31/2011

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (GILBERT AZ)

AZ

02/02/2004 - 01/02/2008

NEW ENGLAND SECURITIES (PHOENIX AZ)

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Licenses & Designations

IA

Issued 05/11/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/14/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/01/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/31/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Robert Sylvester.
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