Zachary T. Matarazzo

MAIN LINE RETIREMENT ADVISORS

Whitefish, MT 59937

Some features on this profile are disabled

CRD#: 6889116

Professional summary

Zachary Taylor Matarazzo, AIF®, CFP®, who also goes by Zach Matarazzo, is a registered financial advisor currently at MAIN LINE RETIREMENT ADVISORS, LLC located in Whitefish, Montana.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Zachary has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zach Matarazzo

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 Zachary Taylor Matarazzo'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

January 8, 2018 - Present

MAIN LINE RETIREMENT ADVISORS, LLC

Office #1: 2 O'brien Ave, Whitefish, MT 59937Office #2: 2 O'brien Ave, Whitefish, MT 59937

RIA

CRD#: 284780

Whitefish, MT

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".

MAIN LINE RETIREMENT ADVISORS, LLC

HEARTSTONE ADVISORS | MAIN LINE RETIREMENT ADVISORS, LLC

CRD#: 284780 / SEC#: 801-108390

RIA

Registered Investment Advisory firm - (9/20/2016 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

Montana
(9/5/2019)

IAR

Pennsylvania
(1/8/2018)

IAR

Texas
(4/20/2023)

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: 12/3/2017

Uniform Investment Adviser Law Examination

Current Firm

MAIN LINE RETIREMENT ADVISORS, LLC

HEARTSTONE ADVISORS | MAIN LINE RETIREMENT ADVISORS, LLC

CRD#: 284780 / SEC#: 801-108390

RIA

Registered Investment Advisory firm - (9/20/2016 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2 O'brien Ave, Whitefish, MT 59937

Mailing Address

Phone number

(800) 480-8681

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MAIN LINE RETIREMENT ADVISORS, LLC D/B/A HEARTSTONE ADVISORS ADV 2 (2/24/2026)

Regulatory assets under management

Total Number of Accounts	679
AUM (Assets Under Management)	$ 448,606,506

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.

Similar Advisors

Alexander Kimmel

CHARLES SCHWAB & CO., INC.

LONE TREE, CO

Wilfred Brockman

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

IAR

Estero, FL

Jayson Thornton

THORNTON FINANCIAL PLANNING FIRM LLC

ST. LOUIS, MO

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Zachary T. Matarazzo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Taylor Matarazzo's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAIN LINE RETIREMENT ADVISORS, LLC

Primary Firm SEC Registration

MAIN LINE RETIREMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/3/2017

Current Firm

MAIN LINE RETIREMENT ADVISORS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAIN LINE RETIREMENT ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors