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IM

Isaac P. Matzner

Some features on this profile are disabled
CRD#: 5781901
IM

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Isaac Phillip Matzner, who also goes by Isaac P Matzner, was a registered financial professional .

Isaac is a previously registered financial professional and started their career in finance in 2010. Isaac had worked at 3 firms and has passed the Series 63, Series 79TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Isaac P Matzner

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

August 5, 2021 - April 18, 2022

KOREFUSION CAPITAL LLC

BD
CRD#: 311889
SAN FRANCISCO, CA
Past

February 26, 2020 - July 15, 2020

AGES FINANCIAL SERVICES, LTD.

BD
CRD#: 15427
READING, MA
Past

May 13, 2010 - January 23, 2012

AUERBACH GRAYSON & COMPANY LLC

BD
CRD#: 30761
NEW YORK, NY

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
Series 63
Date: 6/29/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 2/26/2020
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/18/2019
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/12/2010
General Securities Representative Examination

Current Firm

KC
KOREFUSION CAPITAL LLC
KOREFUSION CAPITAL LLC

CRD#: 311889 / SEC#: , 8-70649

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1467 Funston Street, San Francisco, CA 94122
Mailing Address
1467 Funston Street, San Francisco, CA 94122
Phone number
(412) 491-6394
Established
California since 11/02/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
OKA, YOGESHOWNER7334919
MCCANN, JOSEPH HENRIE IIICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER5691325

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

KOREFUSION CAPITAL LLC

CRD#: 311889

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