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MO

Matthew C. Osborne

CASTLE HILL CAPITAL PARTNERS
New York, NY 10017
Some features on this profile are disabled
CRD#: 2949871
MO

Professional summary

Matthew Charles Osborne, who also goes by Matthew C Osborne, is a registered financial professional currently at CASTLE HILL CAPITAL PARTNERS, INC. located in New York, New York.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 1998. Matthew has worked at 4 firms and has passed the Series 63, Series 66, Series 22TO, SIE, Series 7, Series 22, Series 3, Series 24 and Series 39 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Matthew C Osborne

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) - BD

Click below to view Matthew Charles Osborne'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

January 8, 2026 - Present

CASTLE HILL CAPITAL PARTNERS, INC.

Office #1: 216 East 45th Street, Suite 1301, New York, NY 10017
BD
CRD#: 44131
New York, NY
Past

July 10, 2015 - November 3, 2023

ALPHAMAX DISTRIBUTORS, L.L.C.

BD
CRD#: 8258
LA JOLLA, CA
Past

March 8, 2004 - January 2, 2015

ALTEGRIS FUNDS

RIA
CRD#: 128219
LA JOLLA, CA
Past

July 10, 2002 - May 21, 2010

ALPHAMAX DISTRIBUTORS, L.L.C.

BD
CRD#: 8258
LA JOLLA, CA
Past

October 22, 1998 - July 16, 2002

MF GLOBAL INC.

BD
CRD#: 6731
NEW YORK, NY

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(1/19/2026)
RR
New York
(1/22/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 1/16/2026
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 2/2/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 22TO
Date: 1/8/2026
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/10/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 10/21/1998
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 3
Date: 10/1/1997
National Commodity Futures Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/17/2015
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 39
Date: 6/27/2002
Direct Participation Programs Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CH
CASTLE HILL CAPITAL PARTNERS, INC.
BOUCHEY & ASSOCIATES, INC. | CASTLE HILL CAPITAL PARTNERS, INC.

CRD#: 44131 / SEC#: , 8-50550

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
216 East 45th Street, Suite 1301, New York, NY 10017
Mailing Address
216 East 45th Street, Suite 1301, New York, NY 10017
Phone number
(212) 784-6104
Established
New York since 09/05/1997
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (37 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
SAUNDERS, ANDREW O'BRIENPRESIDENT5690785
WEBSTER, GEOFFREY LEHMANPRINCIPAL OPERATING OFFICER, PRINCIPAL FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER2561071

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.

Company Information

CASTLE HILL CAPITAL PARTNERS, INC.

CRD#: 44131New York, NY 10017

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