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MR

Matthew Rizzo

DIRECTED SERVICES
WEST CHESTER, PA 19380
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CRD#: 2436631
MR
Matthew RizzoDIRECTED SERVICES

Professional summary

Matthew Rizzo is a registered financial professional currently at DIRECTED SERVICES LLC located in West Chester, Pennsylvania.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 2000. Matthew has worked at 5 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 7 and Series 6 exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Matthew Rizzo's 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

August 27, 2026 - Present

DIRECTED SERVICES LLC

Office #1: Suite 200 1475 Dunwoody Dr, West Chester, PA 19380
BD
CRD#: 21675
WEST CHESTER, PA
Past

October 22, 2020 - May 13, 2024

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
New York, NY
Past

October 22, 2020 - May 13, 2024

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
New York, NY
Past

October 22, 2020 - May 13, 2024

CITI PRIVATE ALTERNATIVES, LLC

BD
CRD#: 153777
New York, NY
Past

June 1, 2009 - July 2, 2019

MORGAN STANLEY

RIA
CRD#: 149777
WILMINGTON, DE
Past

June 1, 2009 - July 2, 2019

MORGAN STANLEY

BD
CRD#: 149777
PURCHASE, NY
Past

March 23, 2006 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
WILMINGTON, DE
Past

September 12, 2003 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

February 16, 2000 - July 30, 2003

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

State Registrations and Notice Filings

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

RR
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

RR
Pennsylvania
(9/1/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/29/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/16/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/29/2005
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/15/2000
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

DS
DIRECTED SERVICES LLC
DIRECTED SERVICES LLC | DIRECTED SERVICES, LLC | DIRECTED SERVICES, INC.

CRD#: 21675 / SEC#: 801-32675, 8-39104

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
Suite 200 100, Scottsdale, AZ 85258
Mailing Address
Suite 1350 699 Walnut Street, Des Moines, IA 50309
Phone number
(515) 410-3008
Established
Delaware since 12/12/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (7 States and Territories)

Documents

Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
VENERABLE HOLDINGS, INCSHAREHOLDER
BROWN, KENNETH LEEPRESIDENT, CHIEF EXECUTIVE OFFICER, BOARD MEMBER5621811
ELLIS, ANGELA LEACHIEF COMPLIANCE OFFICER5969191
GELFAND, RICHARD EDWARDCHIEF FINANCIAL OFFICER5255203
HARDING, KRISTI LYNNBOARD MEMBER4017100

Disclosures

Regulatory Event2

Red Flags

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Company Information

DIRECTED SERVICES LLC

CRD#: 21675West Chester, PA 19380

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