Matrix Executions, LLC

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
68
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
38455
Registered since
February 7, 1996

Firm profile

FINTRX

Overview

Matrix Executions, LLC is organized as a limited liability company and is recorded as SEC-registered since 1996. The firm’s ownership is listed as a combination of a domestic entity and an individual. Publicly available classification data marks the firm as unclassified and notes that it does not operate as a capital allocator. The snapshot flags several negative attributes: the firm is not identified as an active ESG investor, is not a multi-state adviser, is not newly formed, and is not characterized as a pension consultant or related adviser. The firm’s public profile in the source dataset contains very little detail about its advisory activities, fee model, or target client segments.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 6
  • Jordan Naylor

    Jordan Naylor

    Chief Executive Officer & Co-FounderCRD 2502309

  • Denise Skweres

    Denise Skweres

    Chief Compliance OfficerCRD 5332253

  • Zohaib Raza

    Zohaib Raza

    Chief Financial OfficerCRD 7049272

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Contacts

3 of 62
  • Edilberto Vega

    Edilberto Vega

    Trade Support SpecialistCRD 2599652

  • Nicolas Morelli

    DeveloperCRD 7094457

  • McKenna Schuler

    McKenna Schuler

    Trading & Operations AnalystCRD 7835648

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
141 W Jackson Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth