AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MR

Matthew A. Ryer

PHX FINANCIAL
New York, NY 10005
Some features on this profile are disabled
CRD#: 4655803
MR

Professional summary


Matthew Albert Ryer is a registered financial professional currently at PHX FINANCIAL, INC. located in New York, New York.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 2003. Matthew has worked at 16 firms and has passed the Series 63, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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) - BD


Click below to view Matthew Albert Ryer'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®
None

Experience


Current

June 10, 2019 - Present

PHX FINANCIAL, INC.

Office #1: 100 Wall Street Floor 10, New York, NY 10005
BD
CRD#: 144403
New York, NY
Past

June 7, 2016 - September 15, 2016

SPARTAN CAPITAL SECURITIES, LLC

BD
CRD#: 146251
NEW YORK, NY
Past

November 11, 2014 - March 11, 2016

PHX FINANCIAL, INC.

BD
CRD#: 144403
NEW YORK, NY
Past

March 17, 2014 - August 11, 2014

AVENIR FINANCIAL GROUP

BD
CRD#: 148490
NEW YORK, NY
Past

January 7, 2014 - March 25, 2014

PHX FINANCIAL, INC.

BD
CRD#: 144403
NEW YORK, NY
Past

October 25, 2013 - December 2, 2013

WOODSTOCK FINANCIAL GROUP, INC.

BD
CRD#: 38095
NEW YORK, NY
Past

November 6, 2012 - October 29, 2013

PHX FINANCIAL, INC.

BD
CRD#: 144403
NEW YORK, NY
Past

July 16, 2012 - October 23, 2012

PHX FINANCIAL, INC.

BD
CRD#: 144403
NEW YORK, NY
Past

January 18, 2011 - July 17, 2012

PHD CAPITAL

BD
CRD#: 38785
NEW YORK, NY
Past

August 18, 2010 - January 12, 2011

CHARLES MORGAN SECURITIES, INC.

BD
CRD#: 138887
NEW YORK, NY
Past

October 22, 2009 - August 2, 2010

JOHN THOMAS FINANCIAL

BD
CRD#: 40982
NEW YORK, NY
Past

January 23, 2009 - October 27, 2009

VFINANCE INVESTMENTS, INC

BD
CRD#: 44962
NEW YORK, NY
Past

August 13, 2008 - October 31, 2008

AVALON PARTNERS, INC.

BD
CRD#: 41357
NEW YORK, NY
Past

October 8, 2007 - June 30, 2008

MAXIMUM FINANCIAL INVESTMENT GROUP, INC.

BD
CRD#: 40096
NEW YORK, NY
Past

January 3, 2007 - September 12, 2007

WINDSOR STREET CAPITAL, LP

BD
CRD#: 34171
NEW YORK, NY
Past

October 18, 2006 - January 19, 2007

GREAT EASTERN SECURITIES, INC.

BD
CRD#: 2061
NEW YORK, NY
Past

July 10, 2006 - October 11, 2006

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
NEW YORK, NY
Past

December 2, 2004 - June 7, 2006

GREAT EASTERN SECURITIES, INC.

BD
CRD#: 2061
NEW YORK, NY
Past

January 13, 2004 - December 15, 2004

NEW YORK GLOBAL SECURITIES, INC.

BD
CRD#: 46429
NEW YORK, NY
Past

July 23, 2003 - October 16, 2003

CONTINENTAL BROKER-DEALER CORP.

BD
CRD#: 14048
CARLE PLACE, NY
Past

May 5, 2003 - August 19, 2003

COMMERCE ONE FINANCIAL INC.

BD
CRD#: 100340
SYOSSET, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
California
(1/4/2024)
RR
New Jersey
(7/8/2019)
RR
New York
(7/9/2019)
RR
Pennsylvania
(1/4/2024)
RR
Texas
(1/4/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 6/15/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/10/2019
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


PF
PHX FINANCIAL, INC.
BLACKWALL CAPITAL MARKETS, INC. | PHX FINANCIAL, INC. | PHOENIX FINANCIAL SERVICES | GRANDVIEW CAPITAL, INC.

CRD#: 144403 / SEC#: , 8-67653

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
100 Wall Street Floor 10, New York, NY 10005
Mailing Address
100 Wall Street Floor 10, New York, NY 10005
Phone number
(212) 776-4187
Established
Florida since 12/27/2006
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
PHOENIX FINANCIAL CONSOLIDATED HOLDINGS, LPPARENT OF BROKER DEALER
CHEN, KEVINCEO4871316
GILMAN, ROBERT CRAIGFINOP - PFO1738412
MONTANA, JOSEPH RYANROSFP, MSRB PRINCIPAL5640919
OTOYA, DANIEL ORLANDOCHIEF COMPLIANCE OFFICER2208241

Disclosures


Regulatory Event4
Arbitration2

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


PHX FINANCIAL, INC.

CRD#: 144403New York, NY 10005

TRUST BUT VERIFY

Monitor Matthew Ryer

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics