Matthew Alimena
Professional summary
Matthew Alimena, who also goes by Matt Alimena, is a registered financial advisor currently at WEALTHNEST CAPITAL INC. located in Staten Island, New York.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Matthew has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Alimena's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 1, 2015 - Present
WEALTHNEST CAPITAL INC.
Office #1: 1336 Forest Avenue, Staten Island, NY 10302July 25, 2014 - November 10, 2015
MML INVESTORS SERVICES, LLC
December 21, 2011 - July 21, 2014
MSI FINANCIAL SERVICES, INC.
November 17, 2008 - December 22, 2011
BRILL SECURITIES, INC.
August 11, 2006 - November 24, 2008
JESUP & LAMONT SECURITIES CORP
July 31, 2000 - August 16, 2006
CITIGROUP GLOBAL MARKETS INC.
May 5, 1997 - August 1, 2000
PRUDENTIAL EQUITY GROUP, LLC
April 18, 1984 - May 12, 1997
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/1/2015)
(10/6/2021)
(10/28/2023)
Exams
Current Firm
WEALTHNEST CAPITAL INC.
CRD#: 281725 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 132 |
| AUM (Assets Under Management) | $ 27,147,455 |
Red Flags
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