Matthew Luxenberg Root
Professional Summary
Matthew Luxenberg Root, who also goes by Matthew Luxenberg Root, Matthew L Root, is a registered financial advisor currently at CAPITAL CONNECT, LLC located in Vero Beach, Florida. Matthew is registered as a RR (Registered Representative) and started their career in finance in 1994. Matthew has worked at 7 firms and has passed the Series 63, Series 82TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matthew Luxenberg Root, Matthew L Root
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
CAPITAL CONNECT FL, LLC | CAPITAL CONNECT, LLC
Contact Information
Main Address
191 Silver Moss Drive, Vero Beach, FL 32963Mailing Address
191 Silver Moss Drive, Vero Beach, FL 32963Phone Number
(646) 265-2400Established
Wyoming since 10/18/2023Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (35 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Apr 2023About the Series 82TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Matthew Luxenberg Root's CRS (Customer Relationship Summary).
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