Matthew Perrone has been an investment adviser representative at The Retirement Solution since November 2015, and is not listed among the firm’s executive officers or direct owners.
The Retirement Solution LLC is a Redmond, WA firm with $699M under management, 824 clients and 15 advisers across 5 offices, as of its May 2026 filing.
- The Retirement Solution LLCCurrent– present · 10 yearsRedmond, WA · Adviser representative · Firm CRD 148106
Investment adviser representative registrations
Matthew Perrone is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from November 2015; the most recent is Texas, in September 2021.
- TexasResidentSince 2 September 2021
- WashingtonSince 17 November 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 September 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Matthew Ryan Perrone
- CRD
- 6584699
- Firm
- The Retirement Solution · CRD 148106
- Office
- 18300 REDMOND WAY, SUITE 250, Redmond, WA 98052
- Registration
- Investment adviser registration
- In the industry since
- November 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Perrone work?
Matthew Perrone is an investment adviser representative registered through The Retirement Solution LLC since November 2015, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Perrone a financial advisor?
Yes. Matthew Perrone has a current investment-adviser registration in Texas and Washington, through The Retirement Solution since November 2015.
How many years of experience does Matthew Perrone have?
Matthew Perrone has 10 years in the financial industry, since November 2015, across 1 adviser firm.
What exams has Matthew Perrone passed?
Matthew Perrone passed the Series 65 in September 2015.
Where is Matthew Perrone based?
Matthew Perrone’s registered office is in Redmond, WA.
Is Matthew Perrone registered with FINRA?
No. Matthew Perrone has no current broker registration.
How can I verify Matthew Perrone’s record?
Search CRD 6584699 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Perrone’s full registration record.
- Thomas BlackPresident, Financial Planner
- Brian PetraitisChief Compliance Officer
James BlackCEO, Financial Planner