MR
Matthew A. Rosen
HYPERION WEALTH MANAGEMENT
Maitland, FL 32751
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CRD#: 6020989
MR
Professional summary
Matthew Aron Rosen, who also goes by Matt Rosen, Matthew Rosen, is a registered financial advisor currently at HYPERION WEALTH MANAGEMENT, LLC located in Maitland, Florida.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Matthew has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Rosen | Matthew Rosen
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) HYPERION WEALTH MANAGEMENT. 225 S. Swoope Ave. Suite 104 Maitland, FL 32751 FINANCIAL ADVISOR - 40 HOURS DURING TRADING HOURS. ASSET GATHERING AND ASSIST WITH DAY TO DAY OPERATIONS AND ANALYSIS. SALARY + % of profits. INVESTMENT RELATED. 2) HYPERION CAPITAL ADVISORS LLC. ADVISOR TO FUND. 225 S. Swoope Ave. Suite 104 Maitland, FL 32751. DIRECTOR OF OPERATIONS and fund manager. 5 HRS PER WEEK DURING NON TRADING HOURS, INVESTMENT RELATED. 3) Hyperion Helios Fund LLC - DE registered private fund managed by Hyperion Capital Advisors LLC 4) GRAY GHOST CAPITAL LLC., 913 GROVER AVE, WINTER PARK, FL. PRESIDENT/100% OWNER- MANAGE ACCOUNTING, EXPENSES AND CASH FLOW. NOT INVESTMENT RELATED. 5 HOURS PER WEEK. 5) Name of outside business: Libertas Fund, LLC ; Is the business investment related: Yes; Location of the business: 125 S Swoope Ave Ste 203 Maitland Fl 32751 USA;Description of the business: Digital Asset Fund ; Position Title: COO ; Start date with business: 2019-01-01; Hours per month devoted to business during trading hours: 30; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 10; Will an IRS form for income earned be received: No; 6)Name of outside business: Hyperion Decimus, LLC; Is the business investment related: Yes; Location of the business: 125 S Swoope Ave Ste 203 Maitland FL 32751 USA; Position Title:COO ; Responsibilities Duties: Manager of Libertas Fund, LLC and HD Digital Asset Income Fund LP; Start date with business: 2019-01-01; Hours per month devoted to business during trading hours: 60; Hours per month devoted to business outside trading hours: 80; Percentage of total yearly compensation expected to be derived from the business: 40; Will an IRS form for income earned be received: Yes.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Aron Rosen's 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®
NoneExperience
Current
October 6, 2015 - Present
HYPERION WEALTH MANAGEMENT, LLC
Office #1: 225 S Swoope Ave, Maitland, FL 32751RIA
CRD#: 277141
Maitland, FL
Past
July 5, 2017 - August 22, 2017
COLONY PARK FINANCIAL SERVICES LLC.
RIA
CRD#: 41534
Maitland, FL
Past
September 30, 2016 - April 6, 2017
SANDLAPPER SECURITIES, LLC
BD
CRD#: 137906
Winter Park, FL
Past
July 31, 2012 - October 27, 2015
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC
RIA
CRD#: 124446
WINTER PARK, FL
Past
March 13, 2012 - October 27, 2015
J.P. TURNER & COMPANY, L.L.C.
BD
CRD#: 43177
WINTER PARK, FL
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
Florida(10/6/2015)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
HW
HYPERION WEALTH MANAGEMENT, LLC
HYPERION CAPITAL PARTNERS, LLC | HYPERION WEALTH MANAGEMENT, LLC
CRD#: 277141 / SEC#:
Florida
Registered Investment Advisory firm - (10/6/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
225 S Swoope Ave, Maitland, FL 32751
Mailing Address
Phone number
(407) 935-1040
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 92 |
| AUM (Assets Under Management) | $ 38,400,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
HYPERION WEALTH MANAGEMENT, LLC
CRD#: 277141Maitland, FL 32751TRUST BUT VERIFY
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