Matthew J. Grygar

THE HELIX FINANCIAL GROUP

CARROLLTRON, TX 75010

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CRD#: 4161771

Professional summary

Matthew Joseph Grygar is a registered financial advisor currently at THE HELIX FINANCIAL GROUP located in Carrolltron, Texas.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Matthew has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 24 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.

1) GRYGAR INC., 15851 DALLAS PKWY, STE 600, ADDISON TX 75001, PH 214-561-8662, START 3/3/2002, HRS MO. 1, DUTIES: S CORP SET UP FOR TAX PURPOSES AS WELL TO DO THE ACCTG AND BKKG OF BRANCH 2) SOUTHWESTERN BENEFIT DESIGNERS/BLUE CROSS & BLUE SHIELD , AGENT, 15851 DALLAS PKWY, STE 600, ADDISON TX 75001, PH 214-561-8662, START 9/24/08, TTL HRS MO. 1, DUTIES: AGENT SELLING BLUE CROSS & BLUE SHIELD HEALTHCARE BENEFITS 3)CIGNA, LICENSED AGENT, HRS MO. 1-2, START 9/10/09

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Joseph Grygar'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®

None

Experience

Current

January 6, 2010 - Present

THE HELIX FINANCIAL GROUP

Office #1: 4425 Plano Parkway Suite 804, Carrolltron, TX 75010

RIA

CRD#: 147803

CARROLLTRON, TX

Past

January 4, 2010 - February 1, 2010

GUNNALLEN FINANCIAL, INC

RIA

CRD#: 17609

ADDISON, TX

Past

July 23, 2001 - February 1, 2010

GUNNALLEN FINANCIAL, INC

CRD#: 17609

ADDISON, TX

Past

May 9, 2000 - July 24, 2001

FOX & COMPANY INVESTMENTS INC.

CRD#: 18517

SCOTTSDALE, AZ

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

Texas
(1/6/2010)

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: 12/10/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/10/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/8/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/24/2002

General Securities Principal Examination

Current Firm

THE HELIX FINANCIAL GROUP

THE HELIX FINANCIAL GROUP | THE HELIX FINANCIAL GROUP, LLC

CRD#: 147803 / SEC#:

Texas

Registered Investment Advisory firm - (3/9/2009 Approved)

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Contact information

Main Address

4425 Plano Parkway Suite 804, Carrolltron, TX 75010

Mailing Address

Phone number

(972) 290-0940

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	486
AUM (Assets Under Management)	$ 82,431,250

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Matthew J. Grygar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Joseph Grygar's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE HELIX FINANCIAL GROUP

GUNNALLEN FINANCIAL, INC

GUNNALLEN FINANCIAL, INC

FOX & COMPANY INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/10/2009

Series 63

Date: 5/10/2000

Series 7

Date: 5/8/2000

Series 24

Date: 6/24/2002

Current Firm

THE HELIX FINANCIAL GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

THE HELIX FINANCIAL GROUP

TRUST BUT VERIFY

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