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Matthew Diruggiero

GENERATIONS RETIREMENT GROUP
BRAINTREE, MA
·CRD# 6813028·9 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Matthew David Diruggiero

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

9 years in the financial services industry

Current & Past Employments

GENERATIONS RETIREMENT GROUP, LLC·CRD# 335069
RIA
45 Braintree Hill Office Park Suite 302, Braintree, MA 02184
May 22, 2025 - Present
AE WEALTH MANAGEMENT, LLC·CRD# 282580
RIA
Braintree, MA
May 22, 2025 - July 17, 2025
CITIZENS SECURITIES, INC.·CRD# 39550
RIA
Boston, MA
November 21, 2022 - December 17, 2024
CITIZENS SECURITIES, INC.·CRD# 39550
BD
Boston, MA
November 21, 2022 - December 17, 2024
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Needham, MA
March 2, 2021 - September 28, 2022
MCADAM LLC·CRD# 170914
RIA
Boston, MA
November 7, 2017 - January 13, 2021
PURSHE KAPLAN STERLING INVESTMENTS·CRD# 35747
BD
Boston, MA
October 2, 2017 - November 30, 2017

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Current Firm

GR
GENERATIONS RETIREMENT GROUP, LLC

GENERATIONS ADVISORY GROUP, LLC | GENERATIONS RETIREMENT GROUP, LLC

CRD#: 335069
Massachusetts
Registered Investment Advisory firm - Massachusetts (5/16/2025 Approved)
Texas
Registered Investment Advisory firm - Texas (12/5/2025 Conditional Restricted)

Contact Information

Main Address

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

Phone Number

(781) 535-6133

# of Employees

4

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

194

AUM (Assets Under Management)

$37,688,215

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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.

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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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2021About the Series 63 exam

Series 66 — Uniform Combined State Law Examination

Passed Oct 2017About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Mar 2021About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Nov 2017About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2017About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

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

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