Matthew T. D'amico

NETWORTH ADVISORS

Canonsburg, PA 15317

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CRD#: 6958534

Professional summary

Matthew Thomas D'amico, who also goes by Matthew D'amico, Matthew Thomas Damico, is a registered financial advisor currently at NETWORTH ADVISORS, LLC located in Canonsburg, Pennsylvania.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Matthew has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew D'amico | Matthew Thomas Damico

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) AFEA instructor through Networth Advisors (non-paid). AFEA is a national non-profit organization comprised of a very diverse and growing membership of licensed professionals. Its members work as attorneys, financial advisors, realtors, mortgage specialist, insurance and investment specialist, CPA's, Health & Wellness Specialist, and a variety of other professions. As an IRS approved 501(c)(3) non-profit organization, AFEA's mission is to inform and empower Americans to take control of their finances by providing comprehensive financial education in communities nationwide. 2) Independent Licensed Insurance Agent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Thomas D'amico'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

May 19, 2021 - Present

NETWORTH ADVISORS, LLC

Office #1: 135 Technology Drive Suite 100, Canonsburg, PA 15317

RIA

CRD#: 311621

Canonsburg, PA

Past

August 17, 2018 - January 24, 2020

NYLIFE SECURITIES LLC

CRD#: 5167

PITTSBURGH, PA

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".

NETWORTH ADVISORS, LLC

CRD#: 311621 / SEC#: 801-128933

RIA

Registered Investment Advisory firm - (11/9/2023 Approved)

Pennsylvania

Registered Investment Advisory firm - (11/28/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Pennsylvania
(5/19/2021)

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: 12/15/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/2/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/17/2018

Investment Company Products/Variable Contracts Representative Examination

Current Firm

NETWORTH ADVISORS, LLC

CRD#: 311621 / SEC#: 801-128933

RIA

Registered Investment Advisory firm - (11/9/2023 Approved)

Pennsylvania

Registered Investment Advisory firm - (11/28/2023 Terminated)

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Contact information

Main Address

135 Technology Drive Suite 100, Canonsburg, PA 15317

Mailing Address

Phone number

(724) 746-3585

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- NETWORTH ADVISORS, LLC (6/20/2025)

Regulatory assets under management

Total Number of Accounts	1,031
AUM (Assets Under Management)	$ 159,316,353

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 T. D'amico

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Thomas D'amico's CRS (Customer Relationship Summary).

Certified licenses

Experience

NETWORTH ADVISORS, LLC

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

NETWORTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/15/2020

Series 63

Date: 5/2/2019

SIE

Date: 10/1/2018

Series 6

Date: 8/17/2018

Current Firm

NETWORTH ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NETWORTH ADVISORS, LLC

TRUST BUT VERIFY

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