Matthew F. Garasic

UNRIVALED WEALTH MANAGEMENT

Pittsburgh, PA

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CRD#: 6573838

Professional summary

Matthew F Garasic, CFP® is a registered financial advisor currently at UNRIVALED WEALTH MANAGEMENT located in Pittsburgh, Pennsylvania.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Matthew has worked at 3 firms and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew F Garasic'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^®

Certified Financial Planner

Start date: 2019

Experience

Current

March 14, 2023 - Present

UNRIVALED WEALTH MANAGEMENT

RIA

CRD#: 325112

Pittsburgh, PA

Past

November 4, 2021 - February 27, 2023

GENTRUST

RIA

CRD#: 158369

MIAMI, FL

Past

August 1, 2017 - February 28, 2019

STRATEGIC WEALTH PARTNERS, LTD.

RIA

CRD#: 148586

INDEPENDENCE, OH

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

Ohio
(3/14/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/1/2017

Uniform Investment Adviser Law Examination

Current Firm

UNRIVALED WEALTH MANAGEMENT

CRD#: 325112 / SEC#:

Ohio

Registered Investment Advisory firm - (3/14/2023 Approved)

Pennsylvania

Registered Investment Advisory firm - (12/31/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Salem, OH

Mailing Address

Phone number

(330) 540-1778

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	13
AUM (Assets Under Management)	$ 1,452,474

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Matthew F. Garasic

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew F Garasic's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNRIVALED WEALTH MANAGEMENT

GENTRUST

STRATEGIC WEALTH PARTNERS, LTD.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/1/2017

Current Firm

UNRIVALED WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

UNRIVALED WEALTH MANAGEMENT

TRUST BUT VERIFY

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