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Brianna Marie Matro

Range Advisory, LLC
7 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Range Advisory, LLC
Compensation
N/A
Firm Size
25 advisors
Number of Clients
224 clients
Average Client Portfolio
$646K average
Assets Under Management
$144.7M

Fee Structure

Location

8270 Greensboro Drive, Suite 910, Mclean, VA, 22102

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Range Advisory, LLC
May 2025 - Present · 9 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - April 2025 · 1 mo
Fidelity Personal and Workplace Advisors
May 2020 - March 2025 · 4 yrs 10 mos
Fidelity Brokerage Services LLCBroker
October 2018 - April 2025 · 6 yrs 6 mos
State Registrations5 states
NJNYPATXVA
Advisor
Exams
No exam information available for this advisor.