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Matthew James Cronin

FIRST THERE FINANCIAL
Travelers Rest, SC
·CRD# 7114880·7 years experience

Professional Summary

Matthew James Cronin is a registered financial advisor currently at FIRST THERE FINANCIAL located in Travelers Rest, South Carolina. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Matthew has worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

7 years in the financial services industry

Current & Past Employments

FIRST THERE FINANCIAL·CRD# 343240
RIA
Travelers Rest, SC
October 21, 2026 - Present
FIRST THERE FINANCIAL PLANNING·CRD# 311100
RIA
Westminster, CO
January 4, 2021 - April 6, 2023
BLOOM FINANCIAL, LLC·CRD# 286324
RIA
Westminster, CO
May 23, 2019 - October 7, 2020

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Current Firm

FT
FIRST THERE FINANCIAL

FIRST THERE FINANCIAL | FIRST THERE FINANCIAL LLC

CRD#: 343240
South Carolina
Registered Investment Advisory firm - South Carolina (7/27/2026 Approved)

Contact Information

Main Address

Greenville, SC

Phone Number

(864) 908-8788

# of Employees

2

Documents

Latest Form ADV
0

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

First There Tax - In the role of Tax Advisor, I provide tax return preparation and tax planning services. First There Tax is a separate entity from First There Financial (the RIA). Annually, about 50% of my time will be spent providing tax services under the First There Tax entity. I waited until I had earned the CFP designation before registering myself as an IAR under First There Financial, my RIA registered in South Carolina.

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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.
IAR
South Carolina
(10/21/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2019About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Matthew James Cronin's CRS (Customer Relationship Summary).

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