Matthew N. Morano

CURBSTONE ADVISORS LLC

TENAFLY, NJ

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CRD#: 1949449

Professional summary

Matthew Norman Morano is a registered financial advisor currently at CURBSTONE ADVISORS LLC located in Tenafly, New Jersey.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Matthew has worked at 5 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.

Question & Answer

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.

OTHER BUSINESS: CME GROUP, INC. POSITION/TITLE: SENIOR DIRECTOR, BUSINESS ANALYSIS START DATE WITH CME GROUP: 2010 APPROXIMATE NUMBER OF HOURS/MONTH AT CME GROUP: FULL-TIME OR 22 WORKDAYS AT 8 HOUR/DAY = 176 HOURS/MONTH: HOURS DURING SECURITY TRADING HOURS: 176 HRS/MONTH WHILE WORKING AT THE CME GROUP, I AM A FULL-TIME BUSINESS ANALYST PROVIDING BUSINESS ANALYSIS SERVICE FOR FRONT-OFFICE TRADING SYSTEMS OF FUTURES, OPTIONS AND SWAPS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Norman Morano'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®

None

Experience

Current

May 8, 2015 - Present

CURBSTONE ADVISORS LLC

RIA

CRD#: 171552

TENAFLY, NJ

Past

March 23, 1994 - May 9, 1994

WALNUT STREET SECURITIES, INC.

CRD#: 15840

Past

June 23, 1992 - September 23, 1993

MONY SECURITIES CORPORATION

CRD#: 4386

Past

January 25, 1990 - June 10, 1992

MORGAN STANLEY DW INC.

CRD#: 7556

Past

May 23, 1989 - February 8, 1990

LEHMAN BROTHERS INC.

CRD#: 7506

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

New Jersey
(5/8/2015)

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: 4/29/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/31/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 6/26/1989

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 5/20/1989

General Securities Representative Examination

Current Firm

CURBSTONE ADVISORS LLC

CRD#: 171552 / SEC#:

New Jersey

Registered Investment Advisory firm - (5/8/2015 Approved)

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Contact information

Main Address

19 Engle St., Tenafly, NJ 07670

Mailing Address

Phone number

(201) 568-1592

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	4
AUM (Assets Under Management)	$ 3,582,577

Red Flags

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

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Matthew N. Morano

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CURBSTONE ADVISORS LLC

WALNUT STREET SECURITIES, INC.

MONY SECURITIES CORPORATION

MORGAN STANLEY DW INC.

LEHMAN BROTHERS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/29/2014

Series 63

Date: 5/31/1989

Series 3

Date: 6/26/1989

Series 7

Date: 5/20/1989

Current Firm

CURBSTONE ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CURBSTONE ADVISORS LLC

TRUST BUT VERIFY

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