Matthew Battipaglia

WASHINGTON CROSSING ADVISORS LLC

Morristown, NJ 07960

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CRD#: 5407924

Professional summary

Matthew Battipaglia is a registered financial advisor currently at WASHINGTON CROSSING ADVISORS LLC located in Morristown, New Jersey.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Matthew has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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.

Name of business: Mac's Tavern Investment related: No Address: 226 Market St. Philadelphia, PA 19106 Nature: Bar/Restaurant Position: General Partner Start Date: 06/2010 Time Devoted: Zero Time Devoted during trading hours: Zero Duties: None daily

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Battipaglia'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

April 19, 2017 - Present

WASHINGTON CROSSING ADVISORS LLC

Office #1: 305 Madison Avenue Suite 200, Morristown, NJ 07960

RIA

CRD#: 281511

Morristown, NJ

Past

May 11, 2016 - April 24, 2017

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA

CRD#: 793

FLORHAM PARK, NJ

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".

WASHINGTON CROSSING ADVISORS LLC

WASHINGTON CROSSING ADVISERS LLC | WASHINGTON CROSSING ADVISORS LLC

CRD#: 281511 / SEC#: 801-108807

RIA

Registered Investment Advisory firm - (1/4/2017 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.

Highlighted states indicate IAR registrations

IAR

New Jersey
(4/19/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/7/2016

Uniform Investment Adviser Law Examination

Current Firm

WASHINGTON CROSSING ADVISORS LLC

WASHINGTON CROSSING ADVISERS LLC | WASHINGTON CROSSING ADVISORS LLC

CRD#: 281511 / SEC#: 801-108807

RIA

Registered Investment Advisory firm - (1/4/2017 Approved)

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Contact information

Main Address

305 Madison Avenue Suite 200, Morristown, NJ 07960

Mailing Address

Phone number

(973) 549-4052

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WASHINGTON CROSSING ADVISORS LLC - FORM ADV PART 2A - JUNE 2025 (6/10/2025)

Regulatory assets under management

Total Number of Accounts	3,476
AUM (Assets Under Management)	$ 2,138,764,689

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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Matthew Battipaglia

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Battipaglia's CRS (Customer Relationship Summary).

Certified licenses

Experience

WASHINGTON CROSSING ADVISORS LLC

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Primary Firm SEC Registration

WASHINGTON CROSSING ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/7/2016

Current Firm

WASHINGTON CROSSING ADVISORS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WASHINGTON CROSSING ADVISORS LLC

TRUST BUT VERIFY

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