Matthew Diruggiero

GENERATIONS RETIREMENT GROUP

BRAINTREE, MA 02184

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CRD#: 6813028

Professional summary

Matthew Diruggiero, who also goes by Matthew David Diruggiero, is a registered financial advisor currently at GENERATIONS RETIREMENT GROUP, LLC located in Braintree, Massachusetts.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Matthew has worked at 6 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew David Diruggiero

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.

1. Generations Retirement Group LLC; Yes, Investment Related; 45 Braintree Hill Office Park, Ste 302, Braintree, MA 02184; POSITION Investment Advisor Representative; Start Date 03/2025; Approx. 3 hours a month; Approx. 3 hours during trading; Investment Advice 2. AE Wealth Management, LLC, Investment Related, Braintree, Massachusetts, Investment Advisor Representative, Start Date: 5/2025; Approximately 3 hours per month, 3 hours during trading hours; Investment Advice. 3. Independent Insurance, Investment Related, Braintree, Massachusetts; Insurance Agent; Started 3/2025; Approximately 3 hours per month with 3 hours during trading hours; Sales of various insurance products. 4. My Brother's Keeper Food Pantry; Not Investment Related: 62 Dog Ln, Storrs, CT; Volunteer; Position: Board Member; Approx 2 hours a month; Approx 0 hours during trading; Social media maintenance for food pantry.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Diruggiero'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

May 22, 2025 - Present

GENERATIONS RETIREMENT GROUP, LLC

Office #1: 45 Braintree Hill Office Park Suite 302, Braintree, MA 02184

RIA

CRD#: 335069

BRAINTREE, MA

Past

May 22, 2025 - July 17, 2025

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Braintree, MA

Past

November 21, 2022 - December 17, 2024

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

BOSTON, MA

Past

November 21, 2022 - December 17, 2024

CITIZENS SECURITIES, INC.

CRD#: 39550

BOSTON, MA

Past

March 2, 2021 - September 28, 2022

MML INVESTORS SERVICES, LLC

CRD#: 10409

Needham, MA

Past

November 7, 2017 - January 13, 2021

MCADAM LLC

RIA

CRD#: 170914

Boston, MA

Past

October 2, 2017 - November 30, 2017

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Boston, MA

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

Massachusetts
(5/22/2025)

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

Series 63

Date: 5/14/2021

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/10/2017

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/2/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/30/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/9/2017

General Securities Representative Examination

Current Firm

GENERATIONS RETIREMENT GROUP, LLC

GENERATIONS ADVISORY GROUP, LLC | GENERATIONS RETIREMENT GROUP, LLC

CRD#: 335069 / SEC#:

Massachusetts

Registered Investment Advisory firm - (5/16/2025 Approved)

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Contact information

Main Address

45 Braintree Hill Office Park Suite 302, Braintree, MA 02184

Mailing Address

Phone number

(781) 535-6133

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Advisor Monitoring

Firm Stability Insights

Matthew Diruggiero

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

AE WEALTH MANAGEMENT, LLC

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

MML INVESTORS SERVICES, LLC

MCADAM LLC

PURSHE KAPLAN STERLING INVESTMENTS

State Registrations and Notice Filings

Exams

Series 63

Date: 5/14/2021

Series 66

Date: 10/10/2017

Series 7TO

Date: 3/2/2021

SIE

Date: 11/30/2017

Series 7

Date: 9/9/2017

Current Firm

GENERATIONS RETIREMENT GROUP, LLC

Contact information

Documents

Red Flags

Company Information

GENERATIONS RETIREMENT GROUP, LLC

TRUST BUT VERIFY

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