Matthew R. Holberton
Professional summary
Matthew Russell Holberton, who also goes by Matthew Holberton, is a registered financial professional currently at CROW HOLDINGS SECURITIES, L.L.C. located in New York, New York.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 1997. Matthew has worked at 4 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew Russell Holberton's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 10, 2022 - Present
CROW HOLDINGS SECURITIES, L.L.C.
Office #1: 300 Park Avenue Squad 0206, New York, NY 10022October 31, 2014 - August 31, 2018
FORESIDE FUND SERVICES, LLC
February 13, 2004 - December 21, 2005
ARES WEALTH MANAGEMENT SOLUTIONS, LLC
November 17, 1999 - March 21, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 7, 1997 - November 24, 1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
Series 79TO
Date: 1/25/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
CROW HOLDINGS SECURITIES, L.L.C.
CRD#: 308543 / SEC#: , 8-70656
Contact information
FINRA licenses (53 States and Territories)
Red Flags
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