Matthew Perri
Investment adviser representative at Zynergy Retirement Planning
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$173MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Zynergy Retirement PlanningJan 2026 to now
- Stifel Independent AdvisorsJul 2025 to Dec 2025
- LPL Enterprise, LLCNov 2024 to Jul 2025
- The Prudential Insurance Company of AmericaSep 2023 to Jul 2025
- Pruco Securities LLCJun 2023 to Nov 2024
- City National BankJun 2022 to Aug 2022
- Innovative Advocate GroupNov 2020 to Aug 2021
- Stevens Institute of TechnologyJun 2019 to May 2023
- High Technology High SchoolMay 2015 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Zynergy Retirement Planning
$173MAssets managed
172Clients
6Advisers
2 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
- 7767786
- Firm CRD
- 143861