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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-13-2018
- Office Locations
- 2
Office Locations
About Materetsky Financial Group
Materetsky Financial Group is a family-owned firm with 50+ years serving families and individuals with hands-on financial guidance. The team delivers integrated protection, retirement, tax, estate, and investment planning, emphasizing long-term portfolio stewardship using vehicles such as mutual funds and ETFs. Offices in Florida and New York; custody relationships include Schwab and Pershing.
Team overview
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Owner & Executives
IRA SCOTT MATERETSKY
Certified Financial Planner, Chief Compliance Officer, PRINCIPAL
- CRD
- #2749161
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JOSEPH ROCCO CARPENITO
Financial Advisor, General Partner
- CRD
- #6228129
MATTHEW JOSEPH WELSH
Certified Financial Planner
- CRD
- #5932439
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $720,764,738 | $312,154 |
| Total | $720,764,738 | $312,154 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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