Matthew Ryan Pettera
Investment adviser representative at Parsonex Advisory Services, Inc.
9 yearsExperience
1 stateRegistered in
$271.3MFirm assets
14 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 assetsHourlySubscriptionFixed 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
9 years in the industry.
- Parsonex Advisory Services, Inc.Jun 2025 to now
- Parsonex Securities, Inc.Apr 2018 to now
- Modern Capital AdvisorsJun 2022 to Mar 2023
- Farmers Financial Solutions LLCSep 2014 to Mar 2018
- Farmers Insurance GroupJul 2014 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
Parsonex Advisory Services, Inc.
$271.3MAssets managed
331Clients
12Advisers
14 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
- 6399972
- Firm CRD
- 160275