Matthew E. Fry
Professional summary
Matthew Eric Fry, AIF®, CFP®, who also goes by Matthew Eric Fry, Matthew Fry, Matthew E Fry, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Fort Wayne, Indiana and KESTRA INVESTMENT SERVICES, LLC located in Ft. Wayne, Indiana.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Matthew has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Eric Fry's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
November 27, 2023 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 7635 West Jefferson Blvd., Fort Wayne, IN 46804November 27, 2023 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 7635 W. Jefferson Blvd, Ft. Wayne, IN 46804Office #2: 1102 N Jefferson, Ossian, IN 46777Office #3: 360 N. Main Street, Bluffton, IN 46714January 17, 2018 - November 27, 2023
USA FINANCIAL SECURITIES LLC
January 17, 2018 - November 27, 2023
USA FINANCIAL SECURITIES LLC
February 7, 2017 - February 12, 2018
SHELTON FINANCIAL GROUP, INC.
February 6, 2017 - January 26, 2018
APW CAPITAL, INC.
June 11, 2014 - January 30, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 11, 2014 - January 30, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 24, 2012 - May 29, 2014
COMMONWEALTH FINANCIAL NETWORK
April 24, 2012 - May 29, 2014
COMMONWEALTH FINANCIAL NETWORK
January 19, 2010 - December 22, 2011
COMMONWEALTH FINANCIAL NETWORK
March 12, 2009 - December 22, 2011
COMMONWEALTH FINANCIAL NETWORK
Primary Firm SEC Registration
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/24/2024)
(11/27/2023)
(11/26/2024)
(6/17/2025)
(11/27/2023)
(12/8/2023)
(11/27/2023)
(11/27/2023)
(11/27/2023)
(2/11/2025)
(11/27/2023)
(1/2/2024)
(3/21/2024)
(10/14/2025)
(10/9/2025)
(10/9/2025)
(11/27/2023)
(11/27/2023)
(6/24/2024)
Exams
FINRA
Current Firm
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/01/2025 | ||
| 12/23/2024 | ||
| 10/20/2023 |
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.
