Matthew Robert Farrell
Investment adviser representative at Financial Security Advisory Inc
13 yearsExperience
1 stateRegistered in
$1.9BFirm assets
29 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Financial Security Advisory, Inc.Sep 2021 to now
- Financial Security Management, inc.Jan 2021 to now
- Life Protect 24/7Jun 2019 to Dec 2020
- Vsc Fire and SecurityJun 2018 to Jun 2019
- Atlantic Bay Mortgage GroupSep 2013 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (VA).
Financial Security Advisory Inc
$1.9BAssets managed
3,393Clients
30Advisers
29 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
- 7324706
- Firm CRD
- 110746