Matthew Pisera
NORTH BETHESDA, MD 20852
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CRD#: 6234742
Matthew Pisera
Professional summary
Matthew Pisera, CFP®, ChFC®, CLU®, who also goes by Matthew Patrick Pisera, was a registered financial advisor .
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Matthew had worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Always Fiduciary
Aliases
Matthew Patrick Pisera
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.
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 147 E Lyman Ave, Suite E, Winter Park, FL 32789; Start Date 07/2020; Role/Title: Insurance Broker; Investment Related; 8 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF AETHER FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; WINTER PARK, FL; START DATE: 03/2021] [OPERATING UNDER THE DBA NAME OF GENERATIONAL FINANCIAL PARTNERS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; WINTER PARK, FL; START DATE: 09/2021] [OPERATING UNDER THE DBA NAME OF MAHONEY FINANCIAL ORGANIZATION, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; WINTER PARK FL; START DATE: 04/2023] [Kennedy Shriver Aquatic Center; Swim Instructor. Providing swim instruction and classes for community aquatic center; 5900 Executive Blvd, Rockville, MD 20852; Start Date 05/2023; Role/Title: Employee; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF M&A Executive Benefit Insurance Solutions, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; WINTER PARK FL; START DATE: 04/2025] [CFP Exam Development Advisory Group; I have been invited to participate as a volunteer writer/collaborator for the CFP(R) Exam Development Advisory Group. I will be working within the advisory group to help develop CFP exam questions and provide feedback on the direction for new CFPs; 1425 K St NW #800 WASHINGTON, DC 20005; Start Date 06/2025; Role/Title: Volunteer; Investment Related; 10 hours per month; 10 hours per month during securities trading hours; I will be working with a group of other CFP professionals to develop exam questions for future CFP testing and providing my perspective on how those questions translate to the career of CFP professionals. This would be limited to about 4 days of total involvement throughout June 2025]
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®
CFP®
Start date: 2016
Experience
Current
August 20, 2026 - Present
Office #1: 11810 Grand Park Avenue Gbam - Global Commercial Banking, North Bethesda, MD 20852
NORTH BETHESDA, MD
Past
November 10, 2020 - September 1, 2026
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
BETHESDA, MD
Past
June 15, 2020 - September 1, 2026
NYLIFE SECURITIES LLC
BD
CRD#: 5167
MAITLAND, FL
Past
October 26, 2016 - April 1, 2020
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
Orlando, FL
Past
November 17, 2015 - April 1, 2020
NYLIFE DISTRIBUTORS LLC
BD
CRD#: 35350
White Plains, NY
Past
November 5, 2013 - November 18, 2015
NYLIFE SECURITIES LLC
BD
CRD#: 5167
SLEEPY HOLLOW, NY
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
Maryland(8/20/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current firm
No current employment
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
