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Matthew L. Biedron

OLIVER LUXXE ASSETS LLC
Gladstone, NJ 07934
Some features on this profile are disabled
CRD#: 6743177
MB

Professional summary

Matthew Lawrence Biedron, who also goes by Matt Biedron, is a registered financial advisor currently at OLIVER LUXXE ASSETS LLC located in Gladstone, New Jersey.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Matthew has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matt Biedron

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 Lawrence Biedron's CRS (Customer Relationship Summary).
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®
None

Experience

Current

June 12, 2017 - Present

OLIVER LUXXE ASSETS LLC

Office #1: 17 Mendham Road Suite 200, Gladstone, NJ 07934
RIA
CRD#: 169588
Gladstone, NJ

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".
OL
OLIVER LUXXE ASSETS LLC
BETH ADVISORS, LLC | OLIVER LUXXE ASSETS LLC

CRD#: 169588 / SEC#: 801-78786

RIA
Registered Investment Advisory firm - (11/18/2013 Approved)

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
New Jersey
(6/12/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/11/2017
Uniform Investment Adviser Law Examination

Current Firm

OL
OLIVER LUXXE ASSETS LLC
BETH ADVISORS, LLC | OLIVER LUXXE ASSETS LLC

CRD#: 169588 / SEC#: 801-78786

RIA
Registered Investment Advisory firm - (11/18/2013 Approved)
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Contact information

Main Address
17 Mendham Road Suite 200, Gladstone, NJ 07934
Mailing Address
Phone number
(908) 741-4884
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (15 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts1,554
AUM (Assets Under Management)$ 864,222,900

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

OLIVER LUXXE ASSETS LLC

CRD#: 169588Gladstone, NJ 07934

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