JM
John W. Matune
MATUNE BASILE ADVISORS
Hermitage, PA 16148
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CRD#: 6223618
JM
Professional summary
John Walter Matune, CFP® is a registered financial advisor currently at MATUNE BASILE ADVISORS located in Hermitage, Pennsylvania.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. John has worked at 1 firm .
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. BUHL FARM TRUST, INVESTMENT-RELATED, 715 HAZEN RD SHARPSVILLE PA 16150, BOARD MEMBER, 01/2015, 2 HRS/MONTH 2. STRIMBU MEMORIAL FOUNDATION, NON-INVESTMENT RELATED, BROOKFIELD OH, DIRECTOR & SECRETARY, 2 HRS/MONTH
CRS (Client Relationship Summary) - RIA
Click below to view John Walter Matune'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®
CFP®
Start date: 2013
Experience
Current
August 9, 2013 - Present
MATUNE BASILE ADVISORS
Office #1: 295 N. Kerrwood Dr. Suite 102, Hermitage, PA 16148RIA
CRD#: 168073
Hermitage, PA
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".
MB
MATUNE BASILE ADVISORS
MATUNE BASILE ADVISORS | MBA ADVISORS LLC | MATUNE-BASIL ADVISORS LLC.
CRD#: 168073 / SEC#: 801-114359
RIA
Registered Investment Advisory firm - (11/30/2018 Approved)Ohio
Registered Investment Advisory firm - (12/11/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/11/2018 Terminated)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
Pennsylvania(8/9/2013)
IAR
Texas(3/30/2023)
Exams
Current Firm
MB
MATUNE BASILE ADVISORS
MATUNE BASILE ADVISORS | MBA ADVISORS LLC | MATUNE-BASIL ADVISORS LLC.
CRD#: 168073 / SEC#: 801-114359
RIA
Registered Investment Advisory firm - (11/30/2018 Approved)Ohio
Registered Investment Advisory firm - (12/11/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/11/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
295 N. Kerrwood Dr. Suite 102, Hermitage, PA 16148
Mailing Address
Phone number
(724) 977-6275
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 860 |
| AUM (Assets Under Management) | $ 275,174,980 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MATUNE BASILE ADVISORS
CRD#: 168073Hermitage, PA 16148TRUST BUT VERIFY
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