Matthew Furlong

FURLONG INVESTMENT SOLUTIONS

Chicago, IL

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CRD#: 1738088

Professional summary

Matthew Furlong, CFP® is a registered financial advisor currently at FURLONG INVESTMENT SOLUTIONS, LLC located in Chicago, Illinois.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Matthew has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 7 and Series 24 exams.

Biography

Matt Furlong is the principal and portfolio manager at Furlong Investment Solutions, LLC a Registered Investment Advisory Firm. He is the primary investment advisor with over 25 years of experience in the financial services industry. Since 2004, Matt has been privately managing individuals and various trusts investment portfolios, as well as, providing tax and estate planning solutions.

Prior to forming Furlong Investment Solutions, Matt’s professional experience ranges from being a financial analyst for a San Francisco based investment boutique to institutional trading in fixed income and equity securities servicing the retail and institutional clients of Drexel Burnham Lambert, E*Trade Financial and Susquehanna International Group.

Matt received his Bachelor of Science in Finance from Northern Illinois University. He continued his financial education by attaining the Chartered Financial Analyst® designation in 2002 and the Certified Financial Planner (TM) designation in 2018. He is a current member of the CFA Institute, the Charter Financial Analysts Society of Chicago, and the National Association of Personal Financial Advisors.

Question & Answer

What are your service offerings?

Estate Planning

Education Planning

Employee and Employer Plan Ben...

Comprehensive Financial Planni...

Retirement Planning

Do you have an area of expertise or specialization?

College/Education Planning

Estate & Generational Planning...

High Net Worth Client Needs

Millennials

Retirement Plan Investment Adv...

Tax Planning

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Furlong's 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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

January 4, 2016 - Present

FURLONG INVESTMENT SOLUTIONS, LLC

RIA

CRD#: 281796

Chicago, IL

Past

February 12, 2003 - December 3, 2014

G1 EXECUTION SERVICES, LLC

CRD#: 111528

CHICAGO, IL

Past

March 4, 1997 - September 20, 2002

MPAC CAPITAL PARTNERS, L.P.

CRD#: 39136

SAUSALITO, CA

Past

February 1, 1995 - February 24, 1997

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

Past

October 11, 1993 - February 15, 1995

GVR COMPANY

CRD#: 31172

CHICAGO, IL

Past

August 22, 1989 - March 11, 1993

LASHCO, INC.

CRD#: 15982

CHICAGO, IL

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

Illinois
(1/4/2016)

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

IAR

Series 65

Date: 9/21/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/4/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/3/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 11/5/1998

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 8/19/1989

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/4/1997

General Securities Principal Examination

Current Firm

FURLONG INVESTMENT SOLUTIONS, LLC

FURLONG INVESTMENT SOLUTIONS, LLC | FURLONG, MATTHEW

CRD#: 281796 / SEC#:

Illinois

Registered Investment Advisory firm - (1/4/2016 Approved)

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Contact information

Main Address

Chicago, IL

Mailing Address

Phone number

(773) 218-4346

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	67
AUM (Assets Under Management)	$ 15,144,312

Red Flags

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Contact information

xxxxx@xxxx.xxx

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Matthew Furlong

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

G1 EXECUTION SERVICES, LLC

MPAC CAPITAL PARTNERS, L.P.

OPPENHEIMER & CO. INC.

GVR COMPANY

LASHCO, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/21/2015

Series 63

Date: 6/4/1997

SIE

Date: 12/3/2014

Series 55

Date: 11/5/1998

Series 7

Date: 8/19/1989

Series 24

Date: 6/4/1997

Current Firm

FURLONG INVESTMENT SOLUTIONS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FURLONG INVESTMENT SOLUTIONS, LLC

TRUST BUT VERIFY

Contact information

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