Matthew F. Zuccaro

KINGDOM FINANCIAL GROUP

Peoria, AZ 85381

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CRD#: 3183225

Professional summary

Matthew F Zuccaro, CFP®, who also goes by Matthew Frank Zuccaro, is a registered financial advisor currently at KINGDOM FINANCIAL GROUP, LLC located in Peoria, Arizona.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Matthew has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Frank Zuccaro

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 F Zuccaro'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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

April 16, 2024 - Present

KINGDOM FINANCIAL GROUP, LLC

Office #1: 14155 N. 83 Ave #144, Peoria, AZ 85381

RIA

CRD#: 155676

Peoria, AZ

Past

January 4, 2012 - August 10, 2023

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

PHOENIX, AZ

Past

July 20, 2006 - December 31, 2011

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Phoenix, AZ

Past

October 22, 1999 - August 10, 2023

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Phoenix, AZ

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".

KINGDOM FINANCIAL GROUP, LLC

CRD#: 155676 / SEC#: 801-113161

RIA

Registered Investment Advisory firm - (7/2/2018 Approved)

Arizona

Registered Investment Advisory firm - (7/5/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Arizona
(4/16/2024)

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: 7/10/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/14/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/21/1999

General Securities Representative Examination

Current Firm

KINGDOM FINANCIAL GROUP, LLC

CRD#: 155676 / SEC#: 801-113161

RIA

Registered Investment Advisory firm - (7/2/2018 Approved)

Arizona

Registered Investment Advisory firm - (7/5/2018 Terminated)

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Contact information

Main Address

14155 N. 83 Ave #144, Peoria, AZ 85381

Mailing Address

Phone number

(623) 974-0300

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

KINGDOM PART 2A BROCHURE (9/8/2025)

Regulatory assets under management

Total Number of Accounts	2,954
AUM (Assets Under Management)	$ 340,595,756

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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Advisor Monitoring

Firm Stability Insights

Matthew F. Zuccaro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew F Zuccaro's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

KINGDOM FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/10/2006

Series 63

Date: 12/14/1999

SIE

Date: 10/1/2018

Series 7

Date: 10/21/1999

Current Firm

KINGDOM FINANCIAL GROUP, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KINGDOM FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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