Paul R. Matherwiez

SIHARUM ADVISORS

BOSTON, MA 02110

Some features on this profile are disabled

CRD#: 2779575

Professional summary

Paul Robert Matherwiez is a registered financial advisor currently at SIHARUM ADVISORS, LLC located in Boston, Massachusetts.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Paul has worked at 5 firms and has passed the Series 63, Series 7 and Series 6 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Robert Matherwiez'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, 2013 - Present

SIHARUM ADVISORS, LLC

Office #1: 10 High Street Suite 302, Boston, MA 02110

RIA

CRD#: 147957

BOSTON, MA

Past

September 5, 2006 - April 8, 2013

SILVER BRIDGE

RIA

CRD#: 105194

BOSTON, MA

Past

March 13, 1998 - April 6, 2001

KOBREN INSIGHT BROKERAGE, INC

CRD#: 21298

WELLESLEY, MA

Past

November 19, 1997 - March 17, 1998

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

CRD#: 487

CHARLOTTE, NC

Past

December 2, 1996 - August 11, 1997

FORESIDE FUNDS DISTRIBUTORS LLC

CRD#: 31334

PORTLAND, ME

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".

SIHARUM ADVISORS, LLC

NAME 214 | SIHARUM ADVISORS, LLC

CRD#: 147957 / SEC#: 801-69495

RIA

Registered Investment Advisory firm - (8/21/2008 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

Massachusetts
(9/23/2013)

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

Series 63

Date: 1/24/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/27/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/22/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SIHARUM ADVISORS, LLC

NAME 214 | SIHARUM ADVISORS, LLC

CRD#: 147957 / SEC#: 801-69495

RIA

Registered Investment Advisory firm - (8/21/2008 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

10 High Street Suite 302, Boston, MA 02110

Mailing Address

Phone number

(617) 428-7500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2B PAUL MATHERWIEZ (3-7-2025) (3/7/2025)

FORM ADV PART 2B BALA CUMARESAN (3-7-2025) (3/7/2025)

FORM ADV PART 2A (3-7-2025) (3/7/2025)

Regulatory assets under management

Total Number of Accounts	319
AUM (Assets Under Management)	$ 589,886,040

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/11/2025	Cover Page	Report
07/26/2024	Cover Page	Report
09/19/2023	Cover Page	Report

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.

Similar Advisors

Martin Robbins

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Norwell, MA

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Paul R. Matherwiez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Robert Matherwiez's CRS (Customer Relationship Summary).

Certified licenses

Experience

SILVER BRIDGE

KOBREN INSIGHT BROKERAGE, INC

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

FORESIDE FUNDS DISTRIBUTORS LLC

Primary Firm SEC Registration

SIHARUM ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/24/1997

Series 7

Date: 8/27/1998

Series 6

Date: 11/22/1996

Current Firm

SIHARUM ADVISORS, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SIHARUM ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors