Matthew Favreau

Some features on this profile are disabled

CRD#: 2919252

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Matthew Favreau, who also goes by Matthew J Favreau, Matthew Julian Favreau, was a registered financial professional .

Matthew is a previously registered financial professional and started their career in finance in 1997. Matthew had worked at 6 firms and has passed the Series 65, Series 63, Series 55 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Matthew J Favreau | Matthew Julian Favreau

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

May 20, 2025 - June 23, 2025

PREMIER PATH WEALTH PARTNERS, LLC

RIA

CRD#: 325300

MADISON, NJ

Past

May 3, 2011 - February 15, 2012

AVATAR SECURITIES, LLC

CRD#: 147763

NEW YORK, NY

Past

March 3, 2003 - June 30, 2010

FIS BROKERAGE & SECURITIES SERVICES LLC

CRD#: 104162

HOBOKEN, NJ

Past

October 24, 2001 - March 3, 2003

RUMSON CAPITAL, LLC

CRD#: 33848

MONTEBELLO, NY

Past

June 19, 1998 - October 23, 2001

TAFFERER TRADING, LLC

CRD#: 36816

NEW YORK, NY

Past

November 3, 1997 - February 25, 1998

CIBC WORLD MARKETS CORP.

CRD#: 630

NEW YORK, NY

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".

PREMIER PATH WEALTH PARTNERS, LLC

CRD#: 325300 / SEC#: 801-127703

RIA

Registered Investment Advisory firm - (4/21/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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: 4/30/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/14/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 55

Date: 10/27/1998

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 11/1/1997

General Securities Representative Examination

Current Firm

PREMIER PATH WEALTH PARTNERS, LLC

CRD#: 325300 / SEC#: 801-127703

RIA

Registered Investment Advisory firm - (4/21/2023 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

7 Giralda Farms Suite 190, Madison, NJ 07940

Mailing Address

Phone number

(973) 671-6530

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PREMIER PATH WEALTH ADV PART 2 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,006
AUM (Assets Under Management)	$ 1,104,979,833

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

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew Favreau

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

AVATAR SECURITIES, LLC

FIS BROKERAGE & SECURITIES SERVICES LLC

RUMSON CAPITAL, LLC

TAFFERER TRADING, LLC

CIBC WORLD MARKETS CORP.

Primary Firm SEC Registration

PREMIER PATH WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/30/2025

Series 63

Date: 11/14/1997

Series 55

Date: 10/27/1998

Series 7

Date: 11/1/1997

Current Firm

PREMIER PATH WEALTH PARTNERS, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PREMIER PATH WEALTH PARTNERS, LLC

TRUST BUT VERIFY

Similar Advisors