MP
Matthew R. Perrone
THE RETIREMENT SOLUTION LLC
Redmond, WA 98052
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CRD#: 6584699
MP
Professional summary
Matthew Ryan Perrone is a registered financial advisor currently at THE RETIREMENT SOLUTION LLC located in Redmond, Washington.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Matthew has worked at 1 firm 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.
1. Home Buddy; investment related: No; 6313 N 83rd PL Scottsdale, AZ 85250; real estate listing; investor/2% owner; 2019-01-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0.
2. I invested some money to gain a 2% share in a real estate listing service run by my friend and brother. It's a partnership so losses/gains carry through. I have no active roles in the company, just a passive investor.
3. Change Brothers LLC (Hero Dad); investment related: No; Location of the business: 98272; Description of the business: We are creating a series of courses designed to help young fathers (40 and younger) be better at what they do. Whether it's personal health, relationship with their kids, relationship with their spouse, managing family values, leading a home, etc. The core of the business will be online courses that people can subscribe to that will allow them access to various audio/visual material on the topic they choose. Each course will have it's own price and will consist of video/audio recordings set to a slide show background to reinforce the material. My brother will also offer face-to-face coaching on that material which I will not participate in. We will also record a podcast that will cover the same material as the web-based courses to give people previews of what we discuss.; Position Title: Co-Owner; Responsibilities Duties: development of course materials, recording of presentations and podcasts.; Start date with business: 2020-02-05; Hours
devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 1.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Ryan Perrone'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®
NoneExperience
Current
November 17, 2015 - Present
THE RETIREMENT SOLUTION LLC
Office #1: 18300 Redmond Way Suite 250, Redmond, WA 98052RIA
CRD#: 148106
Redmond, WA
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".
TR
THE RETIREMENT SOLUTION LLC
ABSOLUTE RETURN SOLUTIONS INC. | THE RETIREMENT SOLUTION LLC | THE RETIREMENT SOLUTION INC. | ABSOLUTE RETURN SOLUTIONS, INC.
CRD#: 148106 / SEC#: 801-113783
RIA
Registered Investment Advisory firm - (8/1/2018 Approved)Arizona
Registered Investment Advisory firm - (9/10/2018 Terminated)California
Registered Investment Advisory firm - (10/10/2018 Terminated)Colorado
Registered Investment Advisory firm - (9/11/2018 Terminated)Idaho
Registered Investment Advisory firm - (9/10/2018 Terminated)Texas
Registered Investment Advisory firm - (9/10/2018 Terminated)Utah
Registered Investment Advisory firm - (9/10/2018 Terminated)Washington
Registered Investment Advisory firm - (10/10/2018 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
Texas(9/2/2021)
IAR
Washington(11/17/2015)
Current Firm
TR
THE RETIREMENT SOLUTION LLC
ABSOLUTE RETURN SOLUTIONS INC. | THE RETIREMENT SOLUTION LLC | THE RETIREMENT SOLUTION INC. | ABSOLUTE RETURN SOLUTIONS, INC.
CRD#: 148106 / SEC#: 801-113783
RIA
Registered Investment Advisory firm - (8/1/2018 Approved)Arizona
Registered Investment Advisory firm - (9/10/2018 Terminated)California
Registered Investment Advisory firm - (10/10/2018 Terminated)Colorado
Registered Investment Advisory firm - (9/11/2018 Terminated)Idaho
Registered Investment Advisory firm - (9/10/2018 Terminated)Texas
Registered Investment Advisory firm - (9/10/2018 Terminated)Utah
Registered Investment Advisory firm - (9/10/2018 Terminated)Washington
Registered Investment Advisory firm - (10/10/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
18300 Redmond Way Suite 250, Redmond, WA 98052
Mailing Address
Phone number
(425) 558-3700
Established
Firm type
Fiscal year end
# of Employees
33
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,888 |
| AUM (Assets Under Management) | $ 573,254,942 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
