Matthew P. Daddio
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Matthew Paul Daddio, who also goes by Matthew Paul D'addio Jr, Matthew Paul Daddio II, Matthew Paul Daddio Jr, was a registered financial professional .
Matthew is a previously registered financial professional and started their career in finance in 1986. Matthew had worked at 22 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 18, 2021 - November 24, 2021
FIDELITY PERSONAL AND WORKPLACE ADVISORS
August 2, 2021 - November 23, 2021
FIDELITY BROKERAGE SERVICES LLC
March 18, 2019 - February 4, 2020
SUPREME ALLIANCE LLC
March 15, 2019 - February 4, 2020
SUPREME ALLIANCE LLC
May 3, 2018 - November 19, 2019
ARP ADVISORS, LLC
June 2, 2017 - September 20, 2017
QUESTAR ASSET MANAGEMENT, INC.
July 22, 2014 - September 20, 2017
QUESTAR CAPITAL CORPORATION
July 18, 2007 - July 17, 2014
CETERA ADVISORS LLC
January 20, 2005 - July 18, 2007
LEGACY FINANCIAL SERVICES, INC.
September 23, 2003 - November 29, 2004
WOODBURY FINANCIAL SERVICES, INC.
December 4, 2000 - September 2, 2003
SECURITIES AMERICA, INC.
September 17, 1999 - November 22, 2000
MUTUAL SERVICE CORPORATION
February 8, 1996 - September 20, 1999
LEGACY FINANCIAL SERVICES, INC.
April 28, 1994 - February 12, 1996
POLARIS FINANCIAL SERVICES, INC.
April 26, 1993 - May 6, 1994
OSAIC FS, INC.
November 27, 1990 - June 30, 1992
METROPOLITAN LIFE INSURANCE COMPANY
November 27, 1990 - June 30, 1992
MSI FINANCIAL SERVICES, INC.
July 3, 1990 - August 16, 1990
KOBER FINANCIAL CORP.
May 24, 1990 - July 5, 1990
J. W. GANT & ASSOCIATES, INC.
November 27, 1989 - April 2, 1990
BOUCHER, OEHMKE & COMPANY
October 24, 1989 - November 11, 1989
H. T. FLETCHER SECURITIES INCORPORATED
June 15, 1988 - August 2, 1989
AMERICAN WALLSTREET SECURITIES, INC.
February 3, 1987 - May 3, 1988
GRAYSTONE NASH, INC.
January 2, 1987 - February 2, 1987
J. W. GANT & ASSOCIATES, INC.
May 21, 1986 - January 2, 1987
MICHELIN AND COMPANY, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FIDELITY PERSONAL AND WORKPLACE ADVISORS
CRD#: 288590 / SEC#: 801-112027
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 1,991,043 |
| AUM (Assets Under Management) | $ 818,776,100,963 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/22/2024 | ||
| 10/23/2023 | ||
| 01/06/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
