AUMdb
MP

Matthew Perri

CRD 7767786 Certified Financial Planner

Firms

FirmRoleAs of
Zynergy Retirement Planning Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗