Matthew C. Sola

IRONBOUND ADVISORY LLC

Newark, NJ 07105

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CRD#: 3048102

Professional summary

Matthew Christy Sola, CFP® is a registered financial advisor currently at IRONBOUND ADVISORY LLC located in Newark, New Jersey.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Matthew has worked at 4 firms and has passed the Series 66, SIE, Series 31 and Series 7 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.

[Cornell University Alumni Class Officer; For Cornell Class 1980, act as a Class officer with responsibility for communicating with other members of the Class.; Cornell University Alumni Affairs; Start Date 01/2018; Role/Title: Volunteer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [Rental Property - Japan; 1-21-15 Marounuchi, Kofu, Yamanashi, 400-0031 Japan; Start Date 01/2017; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Farm Property - NJ; 902 Emmons Lane, MJ; Start Date 09/2011; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] Board of Governors, Cornell Club of Northern NJ 2019 - 2022

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Christy Sola'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®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

June 15, 2020 - Present

IRONBOUND ADVISORY LLC

Office #1: 61 New Jersey Rr Ave. #15, Newark, NJ 07105

RIA

CRD#: 309467

Newark, NJ

Past

August 3, 2009 - September 3, 2019

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

EDISON, NJ

Past

July 15, 2009 - September 3, 2019

NYLIFE SECURITIES LLC

CRD#: 5167

EDISON, NJ

Past

April 25, 2003 - January 20, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

NEW YORK, NY

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

New Jersey
(6/15/2020)

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 66

Date: 5/6/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 9/20/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/24/2003

General Securities Representative Examination

Current Firm

IRONBOUND ADVISORY LLC

CRD#: 309467 / SEC#:

New Jersey

Registered Investment Advisory firm - (6/15/2020 Approved)

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Contact information

Main Address

Newark, NJ

Mailing Address

Phone number

(973) 216-2333

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	26
AUM (Assets Under Management)	$ 13,571,276

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 C. Sola

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Christy Sola's CRS (Customer Relationship Summary).

Certified licenses

Experience

IRONBOUND ADVISORY LLC

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/6/2003

SIE

Date: 10/1/2018

Series 31

Date: 9/20/2005

Series 7

Date: 4/24/2003

Current Firm

IRONBOUND ADVISORY LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

IRONBOUND ADVISORY LLC

TRUST BUT VERIFY

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