MA
Matthew P. Allgeyer
FYRA CAPITAL MANAGEMENT
St. Louis, MO 63131
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CRD#: 4434656
MA
Professional summary
Matthew Paul Allgeyer, who also goes by Matt Allgeyer, is a registered financial advisor currently at FYRA CAPITAL MANAGEMENT located in St. Louis, Missouri and AE FINANCIAL SERVICES, LLC located in Saint Charles, Missouri.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Matthew has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Allgeyer
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.) EQUITAS ACCOUNTING, LLC; INVESTMENT RELATED: NO; 1520 S 5TH ST, STE 300, ST CHARLES, MO 63303; TAX PREPARATION & TAX RELATED ACCOUNTING; MANAGING MEMBER; START DATE: 01/2022; APPROX 10 HRS/MONTH; APPROX 10 HRS/MONTH DURING TRADING; MANAGE EQUITAS ACCOUNTING, LLC'S EMPLOYEES AND OPERATIONS. 2.) FYRA LLC DBA FYRA CAPITAL MANAGEMENT; YES INVESTMENT RELATED;1520 SOUTH 5th STREET, SUITE 300, SAINT CHARLES, MO 63303. FINANCIAL PLANNING; FINANCIAL ADVISOR/MANAGING MEMBER. START DATE: 09/2021. APPROX 120 HRS/MONTH; APPROX 120 HRS/MONTH DURING TRADING; MANAGING MEMBER, REVIEW/MANAGE ASSETS WITH CLIENTS AND PREPARE REVIEWS 3.) VIANNEY HIGH SCHOOL INVESTMENT COMMITTEE; NON-INVESTMENT RELATED; 1311 S KIRKWOOD ROAD, KIRKWOOD, MO 63122; INVESTMENT COMMITTEE; VOLUNTEER; START DATE 09/2021; APPROX 2 HRS/MONTH; APPROX 2 HRS/MONTH DURING TRADING; HEAD THE INVESTMENT COMMITTEE FOR LOCAL HIGH SCHOOL. 4.) COUNCIL OF FINANCIAL EDUCATORS; POSITION: Educator/Instructor NATURE: Educate individuals on subjects in finance that are normally misunderstood and needed by everyone. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2020 ADDRESS: 360 Central Avenue, Suite 800, St. Petersburg, FL 33701, United States DESCRIPTION: Carry out the instruction to groups of individuals in the area @4 times per year. 5.) PINERIDGE ADVISORS, LLC DBA FYRA CAPITAL MANAGEMENT, POSITION: Managing Member NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2021ADDRESS: 1520 South 5th Street, Ste 300, Saint Charles, MO 63303, United States DESCRIPTION: Owner/Operator/IAR pay the bills of the company 6.) CAPTAIN INTENSITY LLC; POSITION: Agent NATURE: Client under contract to receive funds from the university for playing football. That is it in its entirety. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025; ADDRESS: 5743 Lilac Trails Drive St. Louis, MO 63128, United States DESCRIPTION: I will help advise on funds such as savings in a bank or investment account.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Paul Allgeyer'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®
NoneExperience
Current
September 1, 2021 - Present
FYRA CAPITAL MANAGEMENT
Office #1: 12444 Powerscourt Drive Suite 200, St. Louis, MO 63131RIA
CRD#: 315100
St. Louis, MO
Current
September 1, 2021 - Present
AE FINANCIAL SERVICES, LLC
Office #1: 1520 S 5th Street Ste 300, Saint Charles, MO 63303Office #2: 12444 Powerscourt Drive Suite 235, St. Louis, MO 63131BD
CRD#: 298608
Saint Charles, MO
Past
July 8, 2016 - September 1, 2021
CALTON & ASSOCIATES, INC.
RIA
CRD#: 20999
Saint Charles, MO
Past
July 8, 2016 - September 1, 2021
CALTON & ASSOCIATES, INC.
BD
CRD#: 20999
Saint Charles, MO
Past
January 18, 2013 - July 8, 2016
VSR FINANCIAL SERVICES, INC.
RIA
CRD#: 14503
SAINT CHARLES, MO
Past
January 18, 2013 - July 8, 2016
VSR FINANCIAL SERVICES, INC.
BD
CRD#: 14503
SAINT CHARLES, MO
Past
October 27, 2009 - January 18, 2013
OSAIC WEALTH, INC.
RIA
CRD#: 23131
ST. LOUIS, MO
Past
October 3, 2005 - April 10, 2013
PREMIER FINANCIAL PARTNERS, LLC
RIA
CRD#: 132043
ST. LOUIS, MO
Past
August 15, 2005 - January 18, 2013
OSAIC WEALTH, INC.
BD
CRD#: 23131
ST. LOUIS, MO
Past
May 18, 2005 - August 19, 2005
EQUITY SERVICES, INC.
RIA
CRD#: 265
IMPERIAL, MO
Past
May 11, 2005 - May 17, 2005
EQUITY SERVICES, INC.
RIA
CRD#: 265
IMPERIAL, MO
Past
April 4, 2002 - August 19, 2005
EQUITY SERVICES, INC.
BD
CRD#: 265
MONTPELIER, VT
Past
October 30, 2001 - February 20, 2002
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
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".
FC
FYRA CAPITAL MANAGEMENT
FYRA CAPITAL MANAGEMENT | PINERIDGE ADVISORS, LLC | HEISE ADVISORY GROUP | FYRA CAPITAL MANAGEMENT, LLC
CRD#: 315100 / SEC#: 801-121800
RIA
Registered Investment Advisory firm - (7/19/2021 Approved)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.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
Colorado(9/1/2021)
RR
Florida(9/1/2021)
RR
Illinois(9/1/2021)
RR
Kansas(9/1/2021)
RR
Missouri(9/1/2021)
IAR
Missouri(9/1/2021)
RR
Texas(9/1/2021)
IAR
Texas(9/7/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FC
FYRA CAPITAL MANAGEMENT
FYRA CAPITAL MANAGEMENT | PINERIDGE ADVISORS, LLC | HEISE ADVISORY GROUP | FYRA CAPITAL MANAGEMENT, LLC
CRD#: 315100 / SEC#: 801-121800
RIA
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Contact information
Main Address
1520 South 5th Street Suite 300, St. Charles, MO 63303
Mailing Address
Phone number
(636) 573-1212
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,214 |
| AUM (Assets Under Management) | $ 436,817,116 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FYRA CAPITAL MANAGEMENT
CRD#: 315100St. Louis, MO 63131TRUST BUT VERIFY
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