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MS

Matthew C. Sola

IRONBOUND ADVISORY
Newark, NJ 07105
Some features on this profile are disabled
CRD#: 3048102
MS

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.
The advisor shows no other business activity.

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

BD
CRD#: 5167
EDISON, NJ
Past

April 25, 2003 - January 20, 2009

UBS FINANCIAL SERVICES INC.

BD
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/6/2003
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 9/20/2005
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 4/24/2003
General Securities Representative Examination

Current Firm

IA
IRONBOUND ADVISORY LLC
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
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts26
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.

Company Information

IRONBOUND ADVISORY LLC

CRD#: 309467Newark, NJ 07105

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