Matthew E. D'agostino
Professional summary
Matthew Evan D'agostino, who also goes by Matthew E D'agostino, Matthew Evan Dagostino, is a registered financial advisor currently at YOUR PRIVATE CLIENT GROUP, INC. located in Thousand Oaks, California.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Matthew has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Evan D'agostino's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 10, 2024 - Present
YOUR PRIVATE CLIENT GROUP, INC.
July 6, 2017 - June 25, 2024
ASSETMARK, INC.
February 13, 2017 - June 25, 2024
ASSETMARK BROKERAGE, LLC
Primary Firm SEC Registration
YOUR PRIVATE CLIENT GROUP, INC.
CRD#: 292621 / SEC#: 801-112586
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/10/2024)
(7/10/2024)
Exams
Current Firm
YOUR PRIVATE CLIENT GROUP, INC.
CRD#: 292621 / SEC#: 801-112586
Contact information
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 439 |
| AUM (Assets Under Management) | $ 228,629,398 |
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.
