Matthew J. Rillos

FULL FINANCIAL

Golden, CO

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CRD#: 5474261

Professional summary

Matthew Joseph Rillos, CFP®, who also goes by Matt Rillos, is a registered financial advisor currently at FULL FINANCIAL INC. located in Golden, Colorado.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Matthew has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Rillos

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.

Full Financial Inc. Investment Related, 16475 W 51st Place Golden CO 80403, RIA, President, Owner, 2/29/24 Est., 10 hrs per week, 5 hours per week during trading hours, fully responsible for all business activities. I will be dual registered with Financial Counseling Associates Inc. as an investment advisor until 6/30/24. 16475 W 51st Place Golden CO 80403, RIA, President, Owner, 1993 Est., 40 hrs per week, 40 hours per week during trading hours, responsible for all business activities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Joseph Rillos'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®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

April 8, 2024 - Present

FULL FINANCIAL INC.

RIA

CRD#: 330574

Golden, CO

Past

April 4, 2008 - June 13, 2024

FINANCIAL COUNSELING ASSOCIATES, INC

RIA

CRD#: 115123

GOLDEN, CO

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".

FULL FINANCIAL INC.

CRD#: 330574 / SEC#: 801-129858

RIA

Registered Investment Advisory firm - (4/8/2024 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.

Highlighted states indicate IAR registrations

IAR

Colorado
(4/8/2024)

IAR

New Mexico
(4/9/2024)

IAR

Texas
(4/8/2024)

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: 3/21/2008

Uniform Investment Adviser Law Examination

Current Firm

FULL FINANCIAL INC.

CRD#: 330574 / SEC#: 801-129858

RIA

Registered Investment Advisory firm - (4/8/2024 Approved)

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Contact information

Main Address

Golden, CO

Mailing Address

Phone number

800-871-FULL

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FULL FINANCIAL INC. ADV PART 2 (6/4/2025)

Regulatory assets under management

Total Number of Accounts	713
AUM (Assets Under Management)	$ 247,982,500

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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Matthew J. Rillos

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

FULL FINANCIAL INC.

FINANCIAL COUNSELING ASSOCIATES, INC

Primary Firm SEC Registration

FULL FINANCIAL INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/21/2008

Current Firm

FULL FINANCIAL INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FULL FINANCIAL INC.

TRUST BUT VERIFY

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