Zachary Matarazzo has been Partner of Main Line Retirement Advisors since August 2018, is a control person of the firm and directly owns between 10% and 25% of it.
Main Line Retirement Advisors, LLC is a Whitefish, MT firm with $449M under management, 181 clients and 2 advisers across 3 offices, as of its March 2026 filing.
- – present · 8 yearsAdviser representative · Firm CRD 284780
Investment adviser representative registrations
Zachary Matarazzo is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from January 2018; the most recent is Texas, in April 2023.
- MontanaSince 5 September 2019
- PennsylvaniaSince 8 January 2018
- TexasResidentSince 20 April 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 December 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Zachary Taylor Matarazzo
- CRD
- 6889116
- Firm
- Main Line Retirement Advisors · CRD 284780
- Role
- Partner
- Registration
- Investment adviser registration
- In the industry since
- January 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Zachary Matarazzo work?
Zachary Matarazzo has been Partner of Main Line Retirement Advisors, LLC since August 2018, and is a control person of the firm.
Is Zachary Matarazzo a financial advisor?
Yes. Zachary Matarazzo has a current investment-adviser registration in Montana, Pennsylvania and Texas, through Main Line Retirement Advisors since January 2018.
How many years of experience does Zachary Matarazzo have?
Zachary Matarazzo has 8 years in the financial industry, since January 2018, across 1 adviser firm.
What exams has Zachary Matarazzo passed?
Zachary Matarazzo passed the Series 65 in December 2017.
Is Zachary Matarazzo registered with FINRA?
No. Zachary Matarazzo has no current broker registration.
How can I verify Zachary Matarazzo’s record?
Search CRD 6889116 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachary Matarazzo’s full registration record.