Matteo Invernizzi

SAVILE CAPITAL MARKETS LLC

Miami, FL 33131

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CRD#: 2430092

Professional summary

Matteo Invernizzi is a registered financial professional currently at SAVILE CAPITAL MARKETS LLC located in Miami, Florida.

Matteo is registered as a RR (Registered Representative) and started their career in finance in 1994. Matteo has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Matteo is a registered rep at Trade Bridge Capital LLC (TBC), a registered broker-dealer and is also registered with Consultiva Wealth Management (CWM) as an IAR. Both TBC and CWM are wholly owned subsidiaries of Savile Capital Group LLC. Conflict of interests may take place when trades executed for advisory clients' portfolio being directed to TBC. CWM Compliance Manual addresses this and other applicable potential conflicts of interests with respective policies and procedures in place. In general, IAR does not receive additional compensation for directing trades to the affiliated broker-dealer. RENTAL PROPERTY - EFFECTIVE 07/2015- OWNER Mr. Matteo Invernizzi is an owner of a single-family rental property in New York City. Mr. Matteo Invernizzi is also a Managing Member and 100% beneficial owner of Kinver LLC, a personal investment company that does not engage in securities related activities.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Matteo Invernizzi's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 14, 2023 - Present

SAVILE CAPITAL MARKETS LLC

Office #1: 1200 Brickell Ave. Ste 1680, Miami, FL 33131

CRD#: 8174

WEEHAWKEN, NJ

Past

February 16, 1994 - December 5, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(6/14/2024)

Florida
(5/26/2023)

Georgia
(10/4/2023)

New York
(3/14/2023)

Texas
(1/7/2025)

Exams

State Security Law Exam

IAR

Series 65

Date: 3/4/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/16/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/15/1994

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

SAVILE CAPITAL MARKETS LLC

SAVILE CAPITAL GROUP DBA | TRADE BRIDGE CAPITAL LLC | SAVILE CAPITAL MARKETS LLC | SAVILE CAPITAL MARKETS DBA

CRD#: 316748 / SEC#: , 8-70857

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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Contact information

Main Address

2 N. Main Street Suite 310, Sheridan, WY 82801

Mailing Address

2 N. Main Street Suite 310, Sheridan, WY 82801

Phone number

(307) 751-7122

Established

Wyoming since 08/16/2021

Firm type

Limited Liability Company

Fiscal year end

June

Firm Size

Small

# of Employees

FINRA licenses (8 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
SAVILE CAPITAL GROUP LLC	MEMBER
MARINO, LUIS ALFONSO	MANAGER, CEO & EXECUTIVE REP.	1426723
WASITOWSKI, DAVID ALLAN	MANAGER, CCO, FINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER	4187976

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.

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Matteo Invernizzi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Matteo Invernizzi's CRS (Customer Relationship Summary).

Certified licenses

Experience

UCAP AMERICAS

UCAP AMERICAS

MORGAN STANLEY

MORGAN STANLEY

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

UBS INTERNATIONAL INC.

UBS INTERNATIONAL INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 3/4/1997

Series 63

Date: 11/16/1994

SIE

Date: 10/1/2018

Series 7

Date: 2/15/1994

FINRA

Current Firm

SAVILE CAPITAL MARKETS LLC

Contact information

FINRA licenses (8 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

SAVILE CAPITAL MARKETS LLC

TRUST BUT VERIFY

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