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MS

Matthew J. Scalaro

CARAPACE FINANCIAL ADVISORS LLC
Bay Head, NJ
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CRD#: 1959900
MS

Professional summary


Matthew John Scalaro is a registered financial advisor currently at CARAPACE FINANCIAL ADVISORS LLC located in Bay Head, New Jersey.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Matthew has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

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.
? 2/2012 JMEB LLC; Founder; LLC consultant; Bay Head, NJ; Investment Related; 40 Hours per month; 30 MINS Hours during trading hours; ANALYZE AND INVEST IN ALTERNATIVE ASSETS ? 9/2013 CapConnect Funding Group; Co Founder; consultant; Basking Ridge, NJ; Non Investment Related; 2 Hours per month; 0 Hours during trading hours; Assist in funding for SME

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Matthew John Scalaro'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

October 10, 2023 - Present

CARAPACE FINANCIAL ADVISORS LLC

Office #2: One Pluckemin Way Suite 303, Bedminster, NJ 07921
RIA
CRD#: 291404
Bay Head, NJ
Past

May 18, 2006 - October 28, 2013

TP ICAP GLOBAL MARKETS AMERICAS LLC

BD
CRD#: 2762
JERSEY CITY, NJ
Past

July 2, 2003 - July 5, 2005

ICE BONDS SECURITIES CORPORATION

BD
CRD#: 123635
NEW YORK, NY
Past

January 15, 1999 - July 3, 2003

PREBON FINANCIAL PRODUCTS INC.

BD
CRD#: 29551
JERSEY CITY, NJ
Past

November 25, 1996 - January 14, 1998

TULLETT & TOKYO SECURITIES, INC.

BD
CRD#: 19595
NEW YORK, NY
Past

September 16, 1991 - October 3, 1995

TRADITION SECURITIES AND DERIVATIVES LLC

BD
CRD#: 28269
NEW YORK, NY
Past

October 26, 1990 - February 4, 1991

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
NEW YORK, NY
Past

June 20, 1989 - January 9, 1990

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
BOSTON, MA

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
(10/10/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/29/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CF
CARAPACE FINANCIAL ADVISORS LLC
CARAPACE FINANCIAL ADVISORS LLC

CRD#: 291404 / SEC#:

California
Registered Investment Advisory firm - (1/11/2023 Approved)
Massachusetts
Registered Investment Advisory firm - (3/13/2024 Approved)
New Jersey
Registered Investment Advisory firm - (2/8/2018 Approved)
Washington
Registered Investment Advisory firm - (2/6/2025 Approved)
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Contact information


Main Address
One Pluckemin Way Suite 303, Bedminster, NJ 07921
Mailing Address
Phone number
(908) 375-8072
Established
Firm type
Fiscal year end
# of Employees
7

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts85
AUM (Assets Under Management)$ 85,887,834

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.

Company Information


CARAPACE FINANCIAL ADVISORS LLC

CRD#: 291404Bay Head, NJ

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