MF
Matthew R. Fox
PRISM FINANCIAL PRODUCTS LP
New York, NY 10036
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CRD#: 6870467
MF
Professional summary
Matthew R Fox is a registered financial professional currently at PRISM FINANCIAL PRODUCTS LP located in New York, New York.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 2025. Matthew has worked at 1 firm and has passed the Series 27 exam.
Question & Answer
Are you a "fiduciary"?
No
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.
CRS (Client Relationship Summary) - BD
Click below to view Matthew R Fox'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
February 10, 2025 - Present
PRISM FINANCIAL PRODUCTS LP
Office #1: 130 West 42nd Street 23rd Floor, New York, NY, 10036BD
CRD#: 306255
New York, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
PF
PRISM FINANCIAL PRODUCTS LP
PRISM FINANCIAL PRODUCTS LP
CRD#: 306255 / SEC#: , 8-70465
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
130 West 42nd Street 23rd Floor, New York, NY, 10036
Mailing Address
130 West 42nd Street 23rd Floor, New York, NY, 10036
Phone number
(646) 205-6181
Established
Delaware since 02/04/2016
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (8 States and Territories)
Documents
Red Flags
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