Matthew C. Schref

FS INVESTMENT SOLUTIONS

Philadelphia, PA 19112

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CRD#: 4826447

Professional summary

Matthew Carlton Schref, who also goes by Matthew Carl Schref, is a registered financial professional currently at FS INVESTMENT SOLUTIONS, LLC located in Philadelphia, Pennsylvania.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 2008. Matthew has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Matthew Carl Schref

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 Carlton Schref'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

March 3, 2023 - Present

FS INVESTMENT SOLUTIONS, LLC

Office #1: 201 Rouse Boulevard, Philadelphia, PA 19112

CRD#: 145244

Philadelphia, PA

Past

July 20, 2020 - September 30, 2021

BRITEHORN SECURITIES

CRD#: 36402

DENVER, CO

Past

April 16, 2014 - July 14, 2020

PROFUNDS DISTRIBUTORS, INC.

CRD#: 19541

BETHESDA, MD

Past

March 3, 2014 - April 8, 2014

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

CRD#: 39805

LISLE, IL

Past

April 8, 2010 - March 3, 2014

GUGGENHEIM DISTRIBUTORS, LLC

CRD#: 40805

LISLE, IL

Past

March 25, 2008 - March 24, 2010

HARBOR FUNDS DISTRIBUTORS, INC.

CRD#: 113506

CHICAGO, IL

State Registrations and Notice Filings

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

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

Arizona
(8/15/2024)

Arkansas
(8/15/2024)

California
(8/26/2025)

Connecticut
(8/15/2024)

Florida
(8/15/2024)

Illinois
(3/3/2023)

Indiana
(8/15/2024)

Iowa
(3/3/2023)

Kansas
(8/15/2024)

Michigan
(8/15/2024)

Minnesota
(8/15/2024)

Nebraska
(8/26/2025)

New York
(8/26/2025)

North Carolina
(8/15/2024)

North Dakota
(8/26/2025)

Ohio
(8/15/2024)

Oregon
(8/15/2024)

Pennsylvania
(3/3/2023)

Rhode Island
(8/26/2025)

South Dakota
(8/26/2025)

Tennessee
(8/26/2025)

Texas
(8/15/2024)

Utah
(8/15/2024)

Virginia
(8/26/2025)

Wisconsin
(8/15/2024)

Exams

State Security Law Exam

Series 63

Date: 6/2/2008

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: 4/15/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/24/2008

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

FS INVESTMENT SOLUTIONS, LLC

FS INVESTMENT SOLUTIONS, LLC | FS2 CAPITAL PARTNERS, LLC

CRD#: 145244 / SEC#: , 8-67718

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

201 Rouse Boulevard, Philadelphia, PA 19112

Mailing Address

201 Rouse Boulevard, Philadelphia, PA 19112

Phone number

(215) 495-1150

Established

Delaware since 07/17/2007

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
FRANKLIN SQUARE HOLDINGS, LP	SOLE MEMBER OF FS INVESTMENT SOLUTIONS, LLC
DETWILER, ELIZABETH CAMILLA	GENERAL COUNSEL, PRINICIPAL OPERATIONS OFFICER	4361137
GAGLIOTI, ENRICO SALVATORE	PRESIDENT	2649966
PAGNOTTA, CHRISTOPHER VINCENT	CHIEF COMPLIANCE OFFICER	4418522
SCARPATI, GERARD	FINOP/CFO, PFO	2313132

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 C. Schref

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Matthew Carlton Schref's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRITEHORN SECURITIES

PROFUNDS DISTRIBUTORS, INC.

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

GUGGENHEIM DISTRIBUTORS, LLC

HARBOR FUNDS DISTRIBUTORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/2/2008

SIE

Date: 10/1/2018

Series 7

Date: 4/15/2010

Series 6

Date: 3/24/2008

FINRA

Current Firm

FS INVESTMENT SOLUTIONS, LLC

Contact information

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

FS INVESTMENT SOLUTIONS, LLC

TRUST BUT VERIFY

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