Matthew Sola is a CFP-designated registered investment advisor at Ironbound Advisory LLC, based in Newark, NJ, with 22 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 28 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ironbound Advisory manages investment portfolios for clients, but the provided regulatory filing does not detail a percentage-based fee schedule for portfolio management. Clients should consult the firm's separate wrap fee program brochure or contact Ironbound Advisory directly for specific management fee rates.
Location
61 New Jersey RR Ave. #15, Newark, NJ, 07105
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Regulatory History (1)
Customer Dispute
April 2008Other Business Activities
Matthew is a class officer for Cornell University's Class of 1980, dedicating minimal time. He also owns rental property in Japan and farm property in New Jersey, spending minimal time on each.
Employment History
Current Registrations
Ironbound Advisory LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
UBS Financial Services INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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