MATTHEW PERRI is an investment adviser representative (IAR) with state registration records since 2023, appearing at 4 firms. Currently registered with ZYNERGY RETIREMENT PLANNING.
| Firm | From | To | Current |
|---|---|---|---|
| ZYNERGY RETIREMENT PLANNING | 2026-02-04 | present | Yes |
| STIFEL INDEPENDENT ADVISORS, LLC | 2025-07-21 | 2025-12-17 | — |
| LPL ENTERPRISE, LLC | 2024-11-14 | 2025-07-29 | — |
| PRUCO SECURITIES, LLC | 2023-09-22 | 2024-11-14 | — |