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MO

Matthew G. O'bryon

CEROS FINANCIAL SERVICES
Rockville, MD 20850
Some features on this profile are disabled
CRD#: 5445110
MO

Professional summary

Matthew G O'bryon, CIMA®, who also goes by Matthew G O Bryon, Matthew Grant O'bryon, Matthew G Obryon, is a registered financial professional currently at CEROS FINANCIAL SERVICES, INC. located in Rockville, Maryland.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 2010. Matthew has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Matthew G O Bryon | Matthew Grant O'bryon | Matthew G Obryon

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.
Business Ownership; The O'Bryon Consulting Group, LLC; Owner; Investment advisory services, outsourced investment model management (no longer active); Shaker Heights, OH 44122; Investment related; July 2014; 0 hours per month; 0 during trading hours/ LPFG, LLC; Owner; Leadership to Landing Point Financial Group; Avon, OH 44011; Not investment related; Jan 2020; 1-9 hours per month; 10-19 during trading hours. Outside Employment; LPFG LLC; Partner; Avon, OH 44011; Investment related; Jan 2020; 10-19 hours per month; 1-9 during trading hours.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Matthew G O'bryon'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®
CIMA®

Certified Investment Management Analyst

Experience

Current

April 16, 2024 - Present

CEROS FINANCIAL SERVICES, INC.

Office #1: 1445 Research Boulevard Suite 530, Rockville, MD 20850
BD
CRD#: 37869
Rockville, MD
Past

July 15, 2021 - September 27, 2022

LANDING POINT FINANCIAL GROUP

RIA
CRD#: 312978
AVON, OH
Past

September 14, 2018 - June 21, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
AVON, OH
Past

May 23, 2016 - June 21, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
AVON, OH
Past

March 31, 2014 - December 8, 2015

STRATOS WEALTH PARTNERS, LTD

RIA
CRD#: 153184
BEACHWOOD, OH
Past

August 19, 2010 - January 25, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
BEACHWOOD, OH

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/11/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/18/2010
General Securities Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

CF
CEROS FINANCIAL SERVICES, INC.
ASSET MANAGEMENT SERVICES | FORTE CAPITAL GROUP | CEROS FINANCIAL SERVICES, INC. | CEROS FINANCIAL ADVISORS | CEROS CAPITAL MARKETS | CEROS BROKER SERVICE, INC. | ATLANTIC PARTNERS

CRD#: 37869 / SEC#: , 8-47955

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

Main Address
1445 Research Boulevard Suite 530, Rockville, MD 20850
Mailing Address
1445 Research Boulevard Suite 530, Rockville, MD 20850
Phone number
(866) 842-3356
Established
Massachusetts since 09/30/1994
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#
DGB HOLDINGS, LLCOWNER
AYERS-RIGSBY, MARY CATHERINEPRESIDENT830349
GOLDWASSER, MARK HARRYCEO1334008
GREENE, JON CHRISTOPHERROSFP3202524
HOLLAND, ANGELA LYNNETTECHIEF COMPLIANCE OFFICER3166586
POWELL, KIM ULMANCHIEF FINANCIAL OFFICER6244231
WILSON, DANIELAMLCO6763074

Disclosures

Regulatory Event4

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

CEROS FINANCIAL SERVICES, INC.

CRD#: 37869Rockville, MD 20850

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