Matthew P. Disalvio
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 Disalvio, who also goes by Matthew Disalvio, was a registered financial professional .
Matthew is a previously registered financial professional and started their career in finance in 2009. Matthew had worked at 6 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 17, 2020 - October 12, 2021
ENSEMBLE CAPITAL MANAGEMENT, LLC
May 20, 2019 - October 12, 2021
RAFFERTY CAPITAL MARKETS, LLC
July 25, 2017 - April 9, 2019
DISTRIBUTION SERVICES, LLC
September 3, 2014 - May 11, 2017
BREVAN HOWARD US LLC
July 15, 2013 - June 19, 2014
J.P. MORGAN SECURITIES LLC
July 10, 2009 - September 2, 2009
MERIDIAN EQUITY PARTNERS, 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
Series 7TO
Date: 3/27/2024
General Securities Representative ExaminationCurrent Firm
ENSEMBLE CAPITAL MANAGEMENT, LLC
CRD#: 107213 / SEC#: 801-54850
Contact information
Regulatory assets under management
| Total Number of Accounts | 741 |
| AUM (Assets Under Management) | $ 1,662,677,939 |
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.
