Alfred F. Matarazzo

MAIN LINE RETIREMENT ADVISORS

Whitefish, MT 59937

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CRD#: 2232383

Professional summary

Alfred Francis Matarazzo JR, who also goes by Alfred Francis (jr) Matarazzo, is a registered financial advisor currently at MAIN LINE RETIREMENT ADVISORS, LLC located in Whitefish, Montana.

Alfred is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Alfred has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alfred Francis (jr) Matarazzo

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) MANATAWNY STILL WORKS; NOT INVESTMENT RELATED; 320 CIRCLE OF PROGRESS, POTTSTOWN, PA 19464; PARTNER; 4/01/2014 to Present ; 10 HRS/MONTH; 1 HR/MONTH DURING SECURITIES TRADING HOURS; DISTILLER OF CRAFT SPIRITS; PASSIVE PARTNER NOT INVOLVED IN ANY DAY TO DAY ACTIVITIES (2) OWEN J. ROBERTS EDUCATIONAL FOUNDATION, BOARD MEMBER, PO BOX 127, ST PETERS, PA 19470, 8/2011-2016, 1 HR/MO (0 HRS DURING SECURITIES TRADING HRS), NOT INVESTMENT RELATED; (3) POTTSTOWN AREA INDUSTRIAL DEVELOPMENT CORP (PAID), BOARD MEMBER, 152 HIGH ST, POTTSTOWN, PA 19464, 6/2011-2016, 3 HRS/MO (0 HRS DURING SECURITIES TRADING HRS), NOT INVESTMENT RELATE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alfred Francis Matarazzo JR'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

September 23, 2016 - Present

MAIN LINE RETIREMENT ADVISORS, LLC

Office #1: 2 O'brien Ave, Whitefish, MT 59937Office #2: 2 O'brien Ave, Whitefish, MT 59937

RIA

CRD#: 284780

Whitefish, MT

Past

May 15, 2018 - August 3, 2018

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

MALVERN, PA

Past

September 25, 2016 - July 9, 2019

CSENGE ADVISORY GROUP, LLC

RIA

CRD#: 131167

Pottstown, PA

Past

November 3, 2009 - December 31, 2014

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

MALVERN, PA

Past

September 21, 1998 - December 31, 2018

MAIN LINE FINANCIAL ADVISORS, LLC.

RIA

CRD#: 121583

MALVERN, PA

Past

July 8, 1992 - August 3, 2018

FSC SECURITIES CORPORATION

CRD#: 7461

MALVERN, PA

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".

MAIN LINE RETIREMENT ADVISORS, LLC

HEARTSTONE ADVISORS | MAIN LINE RETIREMENT ADVISORS, LLC

CRD#: 284780 / SEC#: 801-108390

RIA

Registered Investment Advisory firm - (9/20/2016 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

Montana
(9/5/2019)

IAR

New Jersey
(4/7/2020)

IAR

Pennsylvania
(9/23/2016)

IAR

Texas
(4/20/2023)

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: 3/17/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/15/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/3/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/22/1997

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 10/19/1992

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 7/6/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/15/1998

General Securities Principal Examination

Current Firm

MAIN LINE RETIREMENT ADVISORS, LLC

HEARTSTONE ADVISORS | MAIN LINE RETIREMENT ADVISORS, LLC

CRD#: 284780 / SEC#: 801-108390

RIA

Registered Investment Advisory firm - (9/20/2016 Approved)

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Contact information

Main Address

2 O'brien Ave, Whitefish, MT 59937

Mailing Address

Phone number

(800) 480-8681

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MAIN LINE RETIREMENT ADVISORS, LLC D/B/A HEARTSTONE ADVISORS ADV 2 (3/3/2025)

Regulatory assets under management

Total Number of Accounts	771
AUM (Assets Under Management)	$ 394,229,834

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.

Contact information

xxxxx@xxxx.xxx

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Alfred F. Matarazzo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alfred Francis Matarazzo JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

FSC SECURITIES CORPORATION

CSENGE ADVISORY GROUP, LLC

FSC SECURITIES CORPORATION

MAIN LINE FINANCIAL ADVISORS, LLC.

FSC SECURITIES CORPORATION

Primary Firm SEC Registration

MAIN LINE RETIREMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/17/1997

Series 63

Date: 5/15/1992

SIE

Date: 8/3/2018

Series 7

Date: 8/22/1997

Series 22

Date: 10/19/1992

Series 6

Date: 7/6/1992

Series 24

Date: 5/15/1998

Current Firm

MAIN LINE RETIREMENT ADVISORS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAIN LINE RETIREMENT ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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