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RIA / WealthAdvisorCertified Financial Planner11 years in industry

MATTHEW PERRI

Advisor at ZYNERGY RETIREMENT PLANNING

RED BANK, NJ

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Search this name across graphsid dfx:ria:832b2c3a-1129-9c3d-0f48-9b171b354e4e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Sep 22, 2023 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ZYNERGY RETIREMENT PLANNING
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 7, 2023
First registration: Sep 22, 2023
Dual registered: no
IAPD individual key: 7767786

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ZYNERGY RETIREMENT PLANNING	Independent wealth	Feb 4, 2026	n/a	yes	RED BANK, NJ	Current employment
STIFEL INDEPENDENT ADVISORS, LLC	Bd affiliated wealth	Jul 21, 2025	Dec 17, 2025	no	COLTS NECK, NJ	Previous registration
LPL ENTERPRISE, LLC	Bd affiliated wealth	Nov 14, 2024	Jul 29, 2025	no	NEW YORK, NY	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Sep 22, 2023	Nov 14, 2024	no	New York, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STIFEL INDEPENDENT ADVISORS, LLC	ZYNERGY RETIREMENT PLANNING	Dec 17, 2025	Feb 4, 2026	49	Firm change	Ibd to RIA
LPL ENTERPRISE, LLC	STIFEL INDEPENDENT ADVISORS, LLC	Jul 29, 2025	Jul 21, 2025	-8	Firm change	Ibd to ibd
PRUCO SECURITIES, LLC	LPL ENTERPRISE, LLC	Nov 14, 2024	Nov 14, 2024	0	Bulk transfer	Ibd to new firm

Relationships

Registered with (4)

→ ZYNERGY RETIREMENT PLANNINGRegistered adviserregistration: current employment
Feb 4, 2026 to presentfactForm ADV
→ STIFEL INDEPENDENT ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 21, 2025 to Dec 17, 2025factForm ADV
→ LPL ENTERPRISE, LLCRegistered adviserregistration: previous registration
Nov 14, 2024 to Jul 29, 2025factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Sep 22, 2023 to Nov 14, 2024factForm ADV

Dated events

Occurred
Dec 17, 2025
Advisor changed firm
Matthew Perri left Stifel Independent Advisors, Llc for Zynergy Retirement Planning (registered 2026-02-04)
Form ADVobserved 4 days ago
Occurred
Jul 29, 2025
Advisor changed firm
Matthew Perri left Lpl Enterprise, Llc for Stifel Independent Advisors, Llc (registered 2025-07-21)
Form ADVobserved 4 days ago