Mathew R. Reed

FIRST FINANCIAL COACHING

Harlingen, TX 78552

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CRD#: 7981718

Professional summary

Mathew Ryan Reed is a registered financial advisor currently at FIRST FINANCIAL COACHING, INC. located in Harlingen, Texas.

Mathew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Mathew has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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.

Dominos Pizza 5460 Paredes Line Rd. Brownsville, TX 78526 Pizza sales and delivery. No affiliation with FFC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mathew Ryan Reed'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

September 20, 2024 - Present

FIRST FINANCIAL COACHING, INC.

Office #1: 1251 N. Stuart Place Road, Harlingen, TX 78552

RIA

CRD#: 152070

Harlingen, TX

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".

FIRST FINANCIAL COACHING, INC.

FFC | YOUR FINANCIAL COACH, INC. | FIRST FINANCIAL COACHING, INC. | FIRST FINANCIAL COACHING

CRD#: 152070 / SEC#: 801-128612

RIA

Registered Investment Advisory firm - (8/30/2023 Approved)

Arizona

Registered Investment Advisory firm - (9/5/2023 Terminated)

California

Registered Investment Advisory firm - (10/5/2023 Terminated)

Delaware

Registered Investment Advisory firm - (9/6/2023 Terminated)

Florida

Registered Investment Advisory firm - (9/5/2023 Terminated)

Georgia

Registered Investment Advisory firm - (9/11/2023 Terminated)

Illinois

Registered Investment Advisory firm - (9/5/2023 Terminated)

Indiana

Registered Investment Advisory firm - (9/8/2023 Terminated)

Kentucky

Registered Investment Advisory firm - (9/5/2023 Terminated)

Michigan

Registered Investment Advisory firm - (9/19/2023 Terminated)

North Carolina

Registered Investment Advisory firm - (9/28/2023 Terminated)

South Carolina

Registered Investment Advisory firm - (9/5/2023 Terminated)

Texas

Registered Investment Advisory firm - (9/5/2023 Terminated)

Wisconsin

Registered Investment Advisory firm - (9/5/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(9/20/2024)

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: 8/19/2024

Uniform Investment Adviser Law Examination

Current Firm

FIRST FINANCIAL COACHING, INC.

FFC | YOUR FINANCIAL COACH, INC. | FIRST FINANCIAL COACHING, INC. | FIRST FINANCIAL COACHING

CRD#: 152070 / SEC#: 801-128612

RIA

Registered Investment Advisory firm - (8/30/2023 Approved)

Arizona

Registered Investment Advisory firm - (9/5/2023 Terminated)

California

Registered Investment Advisory firm - (10/5/2023 Terminated)

Delaware

Registered Investment Advisory firm - (9/6/2023 Terminated)

Florida

Registered Investment Advisory firm - (9/5/2023 Terminated)

Georgia

Registered Investment Advisory firm - (9/11/2023 Terminated)

Illinois

Registered Investment Advisory firm - (9/5/2023 Terminated)

Indiana

Registered Investment Advisory firm - (9/8/2023 Terminated)

Kentucky

Registered Investment Advisory firm - (9/5/2023 Terminated)

Michigan

Registered Investment Advisory firm - (9/19/2023 Terminated)

North Carolina

Registered Investment Advisory firm - (9/28/2023 Terminated)

South Carolina

Registered Investment Advisory firm - (9/5/2023 Terminated)

Texas

Registered Investment Advisory firm - (9/5/2023 Terminated)

Wisconsin

Registered Investment Advisory firm - (9/5/2023 Terminated)

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Contact information

Main Address

144 South Main St., Mt. Clemens, MI 48043

Mailing Address

Phone number

(586) 463-1880

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/21/2025)

Regulatory assets under management

Total Number of Accounts	1,877
AUM (Assets Under Management)	$ 279,664,257

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.

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Mathew R. Reed

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mathew Ryan Reed's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST FINANCIAL COACHING, INC.

Primary Firm SEC Registration

FIRST FINANCIAL COACHING, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/19/2024

Current Firm

FIRST FINANCIAL COACHING, INC.

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIRST FINANCIAL COACHING, INC.

TRUST BUT VERIFY

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