Matthew Daniel Frey
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 yearsExperience
3 statesRegistered in
$390BFirm assets
17 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 feeCommissionsOther
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
12 years in the industry.
- Amp AgencyMay 2016 to now
- Frey Masterson Investment Advisors, LLCAug 2013 to now
- Masterson Investment AdvisorsAug 2013 to now
- Raymond James Financial Services Advisors Inc.Aug 2011 to now
- Raymond James Financial Services, Inc.Jun 2011 to now
- Vault Retirement ServicesSep 2018 to Jan 2023
- Lynch and AssociatesApr 2017 to Apr 2018
- First Bandwidth BankFeb 2017 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 3 states (FL, PA, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 5796767
- Firm CRD
- 149018