Matthew Frey
Matthew Frey is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Petersburg, FL, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
880 Carillon Parkway, Saint Petersburg, FL, 33716
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is a partner in CobyMark, LLC, a real estate holding company, and owns multiple rental real estate properties. He is also a co-owner of Frey Masterson Investment Advisors, a support company.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations33 states
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