Matthew Perri has been an investment adviser representative at Zynergy Retirement Planning since February 2026, and is not listed among the firm’s executive officers or direct owners. Matthew Perri holds a Bachelor of Science in Quantitative Finance from Stevens Institute of Technology.
Zynergy Retirement Planning is a Red Bank, NJ firm with $173M under management, 172 clients and 3 advisers in one office, as of its June 2026 filing.
Matthew Perri is Lead Planner of Zynergy Retirement Planning, LLC. Before joining the firm, he built experience as a financial planner at Prudential and Stifel, working with individuals on investment, retirement, and risk management strategies.
Matthew Perri’s longest registration was 1 year at Prudential Financial Planning Services (2023–2024). Before joining Zynergy Retirement Planning in 2026, Matthew Perri was registered through Stifel Independent Advisors, LLC and LPL Enterprise, LLC.
- Zynergy Retirement PlanningCurrent– present · under a yearRed Bank, NJ · Adviser representative · Firm CRD 143861
- Stifel Independent Advisors, LLC– · under a yearColts Neck, NJ · Adviser representative · Firm CRD 28218
- LPL Enterprise, LLC– · under a yearNew York, NY · Adviser representative · Firm CRD 8733
- Prudential Financial Planning Services– · 1 yearNew York, NY · Adviser representative · Firm CRD 5685
Professional designations
Listed by Zynergy Retirement Planning
- Certified Financial Planner™
Investment adviser representative registrations
Matthew Perri is registered as an investment adviser representative in New Jersey, since February 2026.
- New JerseySince 4 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 7 August 2023 |
| Series 7TO | General Securities Representative Examination | 15 July 2023 |
| SIE | Securities Industry Essentials Examination | 12 June 2023 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7767786
- Firm
- Zynergy Retirement Planning · CRD 143861
- Office
- 10 NJ-35, Red Bank, NJ 07701
- Registration
- Investment adviser registration
- In the industry since
- August 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- zynergyretirement.com
Where does Matthew Perri work?
Matthew Perri is an investment adviser representative registered through Zynergy Retirement Planning since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Perri a financial advisor?
Yes. Matthew Perri has a current investment-adviser registration in New Jersey, through Zynergy Retirement Planning since February 2026.
How many years of experience does Matthew Perri have?
Matthew Perri has 3 years in the financial industry, since August 2023, across 4 adviser firms.
What exams has Matthew Perri passed?
Matthew Perri has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in June 2023.
Where did Matthew Perri work before Zynergy Retirement Planning?
Before Zynergy Retirement Planning, Matthew Perri was registered through Stifel Independent Advisors, LLC, July 2025 to December 2025; LPL Enterprise, LLC, November 2024 to July 2025; Prudential Financial Planning Services, September 2023 to November 2024.
Where is Matthew Perri based?
Matthew Perri’s registered office is in Red Bank, NJ.
Is Matthew Perri registered with FINRA?
No. Matthew Perri has no current broker registration.
Is Matthew Perri a CFP?
Zynergy Retirement Planning lists Matthew Perri with the CFP credential (“Certified Financial Planner™”) on its website. CFP Board confirms certification status.
Source: Matthew Perri, CFP® biography, zynergyretirement.com
How can I verify Matthew Perri’s record?
Search CRD 7767786 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Perri’s full registration record.
