Philip R. Matalucci
Professional summary
Philip Robert Matalucci IV, who also goes by Philip Matalucci, Phil Matalucci, is a registered financial advisor currently at AMPLIUS WEALTH ADVISORS located in Blackwood, New Jersey.
Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Philip has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Philip Robert Matalucci IV's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 11, 2022 - Present
AMPLIUS WEALTH ADVISORS
February 4, 2020 - April 4, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 5, 2019 - April 4, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
AMPLIUS WEALTH ADVISORS
CRD#: 312463 / SEC#: 801-120341
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/13/2022)
(4/11/2022)
(4/11/2022)
Exams
Series 7TO
Date: 12/5/2019
General Securities Representative ExaminationCurrent Firm
AMPLIUS WEALTH ADVISORS
CRD#: 312463 / SEC#: 801-120341
Contact information
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,773 |
| AUM (Assets Under Management) | $ 1,534,608,463 |
Red Flags
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