Matthew J. Fenedick

MF ADVISERS

Jensen Beach, FL

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CRD#: 2655724

Professional summary

Matthew Joseph Fenedick, who also goes by Matt Fenedick, is a registered financial advisor currently at MF ADVISERS, INC. located in Jensen Beach, Florida.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Matthew has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Fenedick

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.

Matthew Fenedick is the CFO at Project Lift; Non Investment related; Location: 2740 SW Mapp Road Palm City FL 34990; Description: nonprofit that provides therapy through vocational training; Responsibilities : report directly to the CEO re: financial situation of the nonprofit; Start date: 2024-07-15; Hours per month devoted to business during trading hours: 175; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 50.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Joseph Fenedick'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

January 3, 2011 - Present

MF ADVISERS, INC.

RIA

CRD#: 155518

Jensen Beach, FL

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

Florida
(5/27/2011)

IAR

Pennsylvania
(1/3/2011)

IAR

Texas
(1/15/2015)

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: 9/18/2010

Uniform Investment Adviser Law Examination

Current Firm

MF ADVISERS, INC.

CRD#: 155518 / SEC#:

Florida

Registered Investment Advisory firm - (5/27/2011 Approved)

Pennsylvania

Registered Investment Advisory firm - (1/3/2011 Approved)

Texas

Registered Investment Advisory firm - (1/15/2015 Conditional Restricted)

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Contact information

Main Address

Dallas, PA

Mailing Address

Phone number

(570) 760-6524

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	370
AUM (Assets Under Management)	$ 31,760,563

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.

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Matthew J. Fenedick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MF ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/18/2010

Current Firm

MF ADVISERS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MF ADVISERS, INC.

TRUST BUT VERIFY

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