Advisor at Main Line Retirement Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Main Line Retirement Advisors, LLC
Location
Whitefish, MT 59937
Credentials
Series 63, Series 65
Industry experience
33 years
Alfred Matarazzo is a financial advisor with Main Line Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes long-term roles at FSC Securities Corporation and Main Line Financial Advisors LLC. Outside of finance, he is a passive partner in a craft spirits distillery and has served on nonprofit and industrial development boards. Main Line Retirement Advisors serves individual investors, including high-net-worth clients, and corporate retirement plan sponsors, providing discretionary wealth management and comprehensive financial planning. The firm manages portfolios primarily on a discretionary basis, combining fundamental and technical analysis, options strategies, and third-party manager allocations.
Based on Main Line Retirement Advisors, LLC
Based on Main Line Retirement Advisors, LLC
$0 - $50,000,000: 0.20% $50,000,000 - $100,000,000: 0.18% $100,000,000 - $500,000,000: 0.15%
Hourly charges reported in Part 1 but not specifically detailed in this brochure.
Account minimum: $1,000,000
2 O'brien Ave
Whitefish, MT 59937
Montana · Pennsylvania · Texas
Main Line Retirement Advisors, LLC
2016 - Present (10 years)
Csenge Advisory Group
2016 - 2018 (2 years)
Fsc Securities Corporation
1992 - 2018 (26 years)
Main Line Financial Advisors Llc
1988 - 2017 (29 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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