Matthew D. Hudack

PRIVATE MANAGEMENT GROUP

Tustin, CA 92780

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CRD#: 1569769

Professional summary

Matthew Delbe Hudack, who also goes by Matt Hudack, is a registered financial advisor currently at PRIVATE MANAGEMENT GROUP INC located in Tustin, California and FINANCIAL SYNERGISTICS GROUP, INC. located in Tustin, California.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Matthew has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Hudack

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1 - RITE PROPERTIES, LLC; NOT SECURITIES/INVESTMENT-RELATED;12362 CINNABAR ROAD, SANTA ANA CA 92705; REAL ESTATE INVESTMENTS; NO TITLE/OWNER WITH SPOUSE; JUNE 2004; 8 HOURS/MONTH; 0 HOURS DURING SECURITIES TRADING HOURS; NO DAILY DUTIES, SPOUSE HANDLES/MANAGES COMPANY. 2 - RITE ISLAND PROPERTIES, LLC; NOT SECURITIES/INVESTMENT-RELATED;12362 CINNABAR ROAD, SANTA ANA CA 92705; REAL ESTATE INVESTMENTS; NO TITLE/OWNER WITH SPOUSE; JUNE 2004; 8 HOURS/MONTH; 0 HOURS DURING SECURITIES TRADING HOURS; NO DAILY DUTIES, SPOUSE HANDLES/MANAGES COMPANY. 3 - MD Hudack Insurance Service, Inc. January 2018 not securities/investment related. Life insurance sales. 30 hours a week usually during trading hours. Title is President and owner. 12362 Cinnabar road santa ana ca 92705 4 - Financial Synergisitics Group, Inc. - March 1, 2018 not securities/investment related. Insurance consulting, business consulting, and corporate benefits. President and Owner. 50 hours a month mostly during trading hours. 180 E. Main Street Suite 206 Tustin CA 92780

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Delbe Hudack's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 18, 2018 - Present

PRIVATE MANAGEMENT GROUP INC

Office #1: 180 E. Main St., Ste 206, Tustin, CA 92780

RIA

CRD#: 104707

Tustin, CA

Current

September 19, 2019 - Present

FINANCIAL SYNERGISTICS GROUP, INC.

Office #1: 180 E. Main Street Suite 206, Tustin, CA 92780Office #2: 2911 Turtle Creek Blvd Suite 300, Dallas, TX 75219

RIA

CRD#: 305267

Tustin, CA

Past

August 11, 1993 - January 9, 2018

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

BOSTON, MA

Past

February 15, 1990 - November 5, 2002

DOLPHIN SECURITIES, INC.

CRD#: 10525

SAN MARCOS, CA

Past

April 3, 1989 - February 27, 1990

JRL CAPITAL CORPORATION

CRD#: 10225

IRVINE, CA

Past

October 24, 1986 - November 4, 1991

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PRIVATE MANAGEMENT GROUP INC

CRD#: 104707 / SEC#: 801-28023

RIA

Registered Investment Advisory firm - (9/26/1986 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(4/27/2020)

IAR

California
(4/18/2018)

IAR

Florida
(4/8/2025)

IAR

Texas
(5/3/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/3/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/9/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/18/1986

General Securities Representative Examination

Current Firm

PRIVATE MANAGEMENT GROUP INC

CRD#: 104707 / SEC#: 801-28023

RIA

Registered Investment Advisory firm - (9/26/1986 Approved)

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Contact information

Main Address

15635 Alton Parkway Suite 400, Irvine, CA 92618

Mailing Address

Phone number

(949) 752-7500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A AND 2B (3/20/2025)

Regulatory assets under management

Total Number of Accounts	6,784
AUM (Assets Under Management)	$ 4,515,879,208

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Matthew D. Hudack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Delbe Hudack's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL SYNERGISTICS GROUP, INC.

JOHN HANCOCK DISTRIBUTORS LLC

DOLPHIN SECURITIES, INC.

JRL CAPITAL CORPORATION

JOHN HANCOCK DISTRIBUTORS LLC

Primary Firm SEC Registration

PRIVATE MANAGEMENT GROUP INC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/3/1987

SIE

Date: 1/9/2018

Series 7

Date: 10/18/1986

Current Firm

PRIVATE MANAGEMENT GROUP INC

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRIVATE MANAGEMENT GROUP INC

TRUST BUT VERIFY

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