Matthew N. Zenz
Professional summary
Matthew Nielsen Zenz, who also goes by Matthew N Zenz, Matthew Zenz, is a registered financial advisor currently at HILL INVESTMENT GROUP located in New York, New York.
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, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Nielsen Zenz's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 14, 2021 - Present
HILL INVESTMENT GROUP
February 19, 2020 - August 31, 2020
FLOURISH FINANCIAL LLC
November 28, 2017 - November 21, 2019
DFA SECURITIES LLC
Primary Firm SEC Registration
HILL INVESTMENT GROUP
CRD#: 312052 / SEC#: 801-120176
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/14/2021)
(9/14/2021)
(9/14/2021)
Exams
Current Firm
HILL INVESTMENT GROUP
CRD#: 312052 / SEC#: 801-120176
Contact information
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,499 |
| AUM (Assets Under Management) | $ 1,042,455,740 |
Red Flags
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