MP
Matthew P. Pistorio
GENEVA CAPITAL MANAGEMENT LLC
MILWAUKEE, WI 53202
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CRD#: 5173145
MP
Professional summary
Matthew Paul Pistorio, who also goes by Matthew Pistorio, is a registered financial advisor currently at GENEVA CAPITAL MANAGEMENT LLC located in Milwaukee, Wisconsin and QUASAR DISTRIBUTORS, LLC located in Milwaukee, Wisconsin.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Matthew has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew Pistorio
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.
Geneva Capital Management LLC; Milwaukee, WI; Investment Related; Began 10/01/2014; Asset Management; Principal, Client Portfolio Manager; Client Portfolio Manager for Geneva, 200 hours per month.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Paul Pistorio'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®
NoneExperience
Current
March 17, 2015 - Present
GENEVA CAPITAL MANAGEMENT LLC
Office #1: 100 E Wisconsin Ave, Suite 2550, Milwaukee, WI 53202RIA
CRD#: 105432
MILWAUKEE, WI
Current
September 1, 2021 - Present
QUASAR DISTRIBUTORS, LLC
Office #1: 411 E. Wisconsin Ave Suite 2320, Milwaukee, WI 53202BD
CRD#: 103848
Milwaukee, WI
Past
June 29, 2017 - April 2, 2020
JANUS HENDERSON DISTRIBUTORS US LLC
BD
CRD#: 28832
DENVER, CO
Past
October 10, 2007 - June 1, 2017
FORESIDE FUND SERVICES, LLC
BD
CRD#: 46106
CHICAGO, IL
Past
September 27, 2007 - March 5, 2015
JANUS HENDERSON INVESTORS
RIA
CRD#: 107300
CHICAGO, IL
Past
October 19, 2006 - August 30, 2007
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
BARRINGTON, IL
Past
August 23, 2006 - August 30, 2007
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
BARRINGTON, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GC
GENEVA CAPITAL MANAGEMENT LLC
GENEVA CAPITAL MANAGEMENT LLC | HENDERSON GENEVA CAPITAL MANAGEMENT | GENEVA CAPITAL MANAGEMENT LTD
CRD#: 105432 / SEC#: 801-28444
RIA
Registered Investment Advisory firm - (12/4/1986 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Alabama(1/2/2025)
RR
Alaska(1/2/2025)
RR
Arizona(1/2/2025)
RR
Arkansas(1/2/2025)
RR
California(1/3/2022)
RR
Colorado(1/2/2025)
RR
Connecticut(1/2/2025)
RR
Delaware(1/2/2025)
RR
District of Columbia(1/2/2025)
RR
Florida(1/3/2022)
RR
Georgia(1/3/2022)
RR
Hawaii(1/2/2025)
RR
Idaho(1/2/2025)
RR
Illinois(9/1/2021)
RR
Indiana(1/2/2025)
RR
Iowa(1/2/2025)
RR
Kansas(1/3/2022)
RR
Kentucky(1/2/2025)
RR
Louisiana(1/2/2025)
RR
Maine(1/2/2025)
RR
Maryland(1/2/2025)
RR
Massachusetts(1/2/2025)
RR
Michigan(1/3/2022)
RR
Minnesota(1/2/2025)
RR
Mississippi(1/2/2025)
RR
Missouri(1/3/2022)
RR
Montana(1/2/2025)
RR
Nebraska(1/2/2025)
RR
Nevada(10/9/2023)
RR
New Hampshire(1/2/2025)
RR
New Jersey(1/2/2025)
RR
New Mexico(1/2/2025)
RR
New York(1/3/2022)
RR
North Carolina(1/2/2025)
RR
North Dakota(1/2/2025)
RR
Ohio(1/2/2025)
RR
Oklahoma(1/2/2025)
RR
Oregon(1/3/2022)
RR
Pennsylvania(1/3/2022)
RR
Rhode Island(1/2/2025)
RR
South Carolina(1/2/2025)
RR
South Dakota(1/2/2025)
RR
Tennessee(1/2/2025)
RR
Texas(1/3/2022)
RR
Utah(1/2/2025)
RR
Vermont(1/2/2025)
RR
Virginia(1/2/2025)
RR
Washington(1/2/2025)
RR
West Virginia(1/2/2025)
IAR
Wisconsin(3/17/2015)
RR
Wisconsin(9/1/2021)
RR
Wyoming(1/2/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GC
GENEVA CAPITAL MANAGEMENT LLC
GENEVA CAPITAL MANAGEMENT LLC | HENDERSON GENEVA CAPITAL MANAGEMENT | GENEVA CAPITAL MANAGEMENT LTD
CRD#: 105432 / SEC#: 801-28444
RIA
Registered Investment Advisory firm - (12/4/1986 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
411 E. Wisconsin Ave. Suite 2320, Milwaukee, WI 53202-4461
Mailing Address
Phone number
(414) 224-6002
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,141 |
| AUM (Assets Under Management) | $ 6,198,316,121 |
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.
Company Information
GENEVA CAPITAL MANAGEMENT LLC
CRD#: 105432Milwaukee, WI 53202TRUST BUT VERIFY
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