AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
MR

Matthew Aron Rosen

HYPERION WEALTH MANAGEMENT
MAITLAND, FL
·CRD# 6020989·14 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Matt Rosen, Matthew Rosen

Blog Corner

Similar Advisors

Joshua Warren Tschirgi
Joshua Warren Tschirgi

INDEPENDENT FINANCIAL GROUP, LLC

WEST LINN, OR · CRD#
View profile
Hazel Seo Heegyung Secco
Hazel Seo Heegyung Secco

ALIGN FINANCIAL SOLUTIONS

HOBOKEN, NJ · CRD#
Kevin Harrell
Kevin Harrell

AMERIPRISE FINANCIAL SERVICES, LLC

Reno, NV · CRD#
Dana Brent Napier
Dana Brent Napier

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

PARIS, TX · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Joshua Warren Tschirgi
Joshua Warren Tschirgi

INDEPENDENT FINANCIAL GROUP, LLC

WEST LINN, OR · CRD#
Hazel Seo Heegyung Secco
Hazel Seo Heegyung Secco

ALIGN FINANCIAL SOLUTIONS

HOBOKEN, NJ · CRD#
Kevin Harrell
Kevin Harrell

AMERIPRISE FINANCIAL SERVICES, LLC

Reno, NV · CRD#
Dana Brent Napier
Dana Brent Napier

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

PARIS, TX · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Joshua Warren Tschirgi
Joshua Warren Tschirgi

INDEPENDENT FINANCIAL GROUP, LLC

WEST LINN, OR · CRD#
Hazel Seo Heegyung Secco
Hazel Seo Heegyung Secco

ALIGN FINANCIAL SOLUTIONS

HOBOKEN, NJ · CRD#
Kevin Harrell
Kevin Harrell

AMERIPRISE FINANCIAL SERVICES, LLC

Reno, NV · CRD#
Dana Brent Napier
Dana Brent Napier

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

PARIS, TX · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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

Joshua Warren Tschirgi
Joshua Warren Tschirgi

INDEPENDENT FINANCIAL GROUP, LLC

WEST LINN, OR · CRD#
Hazel Seo Heegyung Secco
Hazel Seo Heegyung Secco

ALIGN FINANCIAL SOLUTIONS

HOBOKEN, NJ · CRD#
Kevin Harrell
Kevin Harrell

AMERIPRISE FINANCIAL SERVICES, LLC

Reno, NV · CRD#
Dana Brent Napier
Dana Brent Napier

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

PARIS, TX · CRD#

Years of Experience

14 years in the financial services industry

Current & Past Employments

HYPERION WEALTH MANAGEMENT, LLC·CRD# 277141
RIA
225 S Swoope Ave, Maitland, FL 32751
October 6, 2015 - Present
COLONY PARK FINANCIAL SERVICES LLC.·CRD# 41534
RIA
Maitland, FL
July 5, 2017 - August 22, 2017
SANDLAPPER SECURITIES, LLC·CRD# 137906
BD
Winter Park, FL
September 30, 2016 - April 6, 2017
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC·CRD# 124446
RIA
Winter Park, FL
July 31, 2012 - October 27, 2015
J.P. TURNER & COMPANY, L.L.C.·CRD# 43177
BD
Winter Park, FL
March 13, 2012 - October 27, 2015

Similar Advisors

Joshua Warren Tschirgi
Joshua Warren Tschirgi

INDEPENDENT FINANCIAL GROUP, LLC

WEST LINN, OR · CRD#
Hazel Seo Heegyung Secco
Hazel Seo Heegyung Secco

ALIGN FINANCIAL SOLUTIONS

HOBOKEN, NJ · CRD#
Kevin Harrell
Kevin Harrell

AMERIPRISE FINANCIAL SERVICES, LLC

Reno, NV · CRD#
Dana Brent Napier
Dana Brent Napier

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

PARIS, TX · CRD#

Current Firm

HW
HYPERION WEALTH MANAGEMENT, LLC

HYPERION CAPITAL PARTNERS, LLC | HYPERION WEALTH MANAGEMENT, LLC

CRD#: 277141
Florida
Registered Investment Advisory firm - Florida (10/6/2015 Approved)

Contact Information

Main Address

225 S Swoope Ave, Maitland, FL 32751

Phone Number

(407) 935-1040

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

97

AUM (Assets Under Management)

$63,980,000

Similar Advisors

Joshua Warren Tschirgi
Joshua Warren Tschirgi

INDEPENDENT FINANCIAL GROUP, LLC

WEST LINN, OR · CRD#
Hazel Seo Heegyung Secco
Hazel Seo Heegyung Secco

ALIGN FINANCIAL SOLUTIONS

HOBOKEN, NJ · CRD#
Kevin Harrell
Kevin Harrell

AMERIPRISE FINANCIAL SERVICES, LLC

Reno, NV · CRD#
Dana Brent Napier
Dana Brent Napier

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

PARIS, TX · CRD#

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.

Similar Advisors

Joshua Warren Tschirgi
Joshua Warren Tschirgi

INDEPENDENT FINANCIAL GROUP, LLC

WEST LINN, OR · CRD#
Hazel Seo Heegyung Secco
Hazel Seo Heegyung Secco

ALIGN FINANCIAL SOLUTIONS

HOBOKEN, NJ · CRD#
Kevin Harrell
Kevin Harrell

AMERIPRISE FINANCIAL SERVICES, LLC

Reno, NV · CRD#
Dana Brent Napier
Dana Brent Napier

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

PARIS, TX · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed May 2012About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Apr 2017About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2012About the Series 7 exam

Similar Advisors

Joshua Warren Tschirgi
Joshua Warren Tschirgi

INDEPENDENT FINANCIAL GROUP, LLC

WEST LINN, OR · CRD#
Hazel Seo Heegyung Secco
Hazel Seo Heegyung Secco

ALIGN FINANCIAL SOLUTIONS

HOBOKEN, NJ · CRD#
Kevin Harrell
Kevin Harrell

AMERIPRISE FINANCIAL SERVICES, LLC

Reno, NV · CRD#
Dana Brent Napier
Dana Brent Napier

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

PARIS, TX · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Aron Rosen's CRS (Customer Relationship Summary).

Similar Advisors

Joshua Warren Tschirgi
Joshua Warren Tschirgi

INDEPENDENT FINANCIAL GROUP, LLC

WEST LINN, OR · CRD#
Hazel Seo Heegyung Secco
Hazel Seo Heegyung Secco

ALIGN FINANCIAL SOLUTIONS

HOBOKEN, NJ · CRD#
Kevin Harrell
Kevin Harrell

AMERIPRISE FINANCIAL SERVICES, LLC

Reno, NV · CRD#
Dana Brent Napier
Dana Brent Napier

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

PARIS, TX · CRD#
MR
Follow Matthew
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required