Matthew Robert Lamarre
Investment adviser representative at Simplyria Advisor Network
17 yearsExperience
1 stateRegistered in
$214.9MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Simplyria Advisor NetworkJan 2026 to now
- Jackson KennedyDec 2013 to now
- Caitlin John, LLCMay 2011 to now
- M&l Reitrement SolutionsApr 2009 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (MI).
Simplyria Advisor Network
Legal name: Caitlin John, LLC
$214.9MAssets managed
602Clients
21Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5700217
- Firm CRD
- 154494