Matthew R. Pettera
Professional summary
Matthew Ryan Pettera is a registered financial advisor currently at PARSONEX ADVISORY SERVICES, INC. located in Englewood, Colorado and PARSONEX SECURITIES, INC. located in Englewood, Colorado.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Matthew has worked at 3 firms and has passed the Series 65, Series 63, Series 99TO, Series 7TO, SIE, Series 6, Series 51 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Ryan Pettera's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 5, 2025 - Present
PARSONEX ADVISORY SERVICES, INC.
Office #1: 8310 S. Valley Highway Suite 110, Englewood, CO 80112April 3, 2018 - Present
PARSONEX SECURITIES, INC.
Office #1: 8310 S. Valley Highway Suite 110, Englewood, CO 80112January 1, 2015 - March 27, 2018
FARMERS FINANCIAL SOLUTIONS, LLC
Primary Firm SEC Registration
PARSONEX ADVISORY SERVICES, INC.
CRD#: 160275 / SEC#: 801-74543
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/3/2018)
(6/5/2025)
(8/6/2025)
Exams
Series 99TO
Date: 4/28/2025
Operations Professional ExaminationSeries 7TO
Date: 12/10/2021
General Securities Representative ExaminationFINRA
Current Firm
PARSONEX ADVISORY SERVICES, INC.
CRD#: 160275 / SEC#: 801-74543
Contact information
SEC notice filing (36 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 609 |
| AUM (Assets Under Management) | $ 174,840,469 |
Red Flags
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