Matthew J. Welsh

MATERETSKY FINANCIAL GROUP

Boynton Beach, FL 33426

Some features on this profile are disabled

CRD#: 5932439

Professional summary

Matthew Joseph Welsh, CFP® is a registered financial advisor currently at MATERETSKY FINANCIAL GROUP located in Boynton Beach, Florida and PRIVATE CLIENT SERVICES, LLC located in Boynton Beach, Florida.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Matthew has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) MATERETSKY FINANCIAL GROUP. 2240 WOOLBRIGHT ROAD, STE 354, BOYNTON BEACH, FL 33426. RIA. FINANCIAL ADVISOR. 180 HOURS/MO; 150 DURING TRADING HOURS. 2) INDEPENDENT INSURANCE AGENT 3) MFG TAX PREPERATION. NOT INVESTMENT-RELATED. 2240 WOOLBRIGHT RD, STE 350, BOYNTON BEACH, FL 33426. INCOME TAX RETURN PREPERATION. OWNER/TAX PREPARER. STARTED 09/2023. 10 HRS/MO; 10 DURING TRADING HRS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Joseph Welsh'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: 2016

Experience

Current

May 17, 2018 - Present

MATERETSKY FINANCIAL GROUP

Office #1: 2240 Woolbright Road Suite 354, Boynton Beach, FL 33426Office #2: 1451 W. Cypress Creek Rd Ste. 300, Fort Lauderdale, FL 33309Office #3: 200 Broadhollow Road Suite 207, Melville, NY 11747

RIA

CRD#: 292353

Boynton Beach, FL

Current

June 26, 2018 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 2240 Woolbright Rd Suite 354, Boynton Beach, FL 33426

RIA

CRD#: 120222

Boynton Beach, FL

Past

August 27, 2012 - June 28, 2018

OSAIC WEALTH, INC.

RIA

CRD#: 23131

BOYNTON BEACH, FL

Past

July 19, 2012 - June 28, 2018

OSAIC WEALTH, INC.

CRD#: 23131

BOYNTON BEACH, FL

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".

MATERETSKY FINANCIAL GROUP

MATERETSKY FINANCIAL GROUP | MATERETSKY FINANCIAL GROUP, INC.

CRD#: 292353 / SEC#: 801-112829

RIA

Registered Investment Advisory firm - (4/13/2018 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.

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

IAR

Florida
(5/17/2018)

Florida
(6/26/2018)

New York
(6/26/2018)

IAR

New York
(3/23/2021)

IAR

Texas
(4/2/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/23/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/18/2012

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/11/2013

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

MATERETSKY FINANCIAL GROUP

MATERETSKY FINANCIAL GROUP | MATERETSKY FINANCIAL GROUP, INC.

CRD#: 292353 / SEC#: 801-112829

RIA

Registered Investment Advisory firm - (4/13/2018 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2240 Woolbright Road Suite 354, Boynton Beach, FL 33426

Mailing Address

Phone number

(561) 735-9227

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MATERETSKY FINANCIAL GROUP, INC. WRAP FEE PROGRAM BROCHURE (7/15/2025)

MATERETSKY FORM ADV PART 2A (7/14/2025)

Regulatory assets under management

Total Number of Accounts	769
AUM (Assets Under Management)	$ 622,654,847

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.

Similar Advisors

Charles Fischer

RAYMOND JAMES & ASSOCIATES, INC.

IAR

Boca Raton, FL

Edgar Duran

TRANSAMERICA FINANCIAL ADVISORS, LLC

West Palm Beach, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew J. Welsh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

Primary Firm SEC Registration

MATERETSKY FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 8/23/2012

SIE

Date: 10/1/2018

Series 7

Date: 7/18/2012

Series 24

Date: 1/11/2013

FINRA

Current Firm

MATERETSKY FINANCIAL GROUP

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MATERETSKY FINANCIAL GROUP

TRUST BUT VERIFY

Similar Advisors