Matthew Lombardozzi
Professional summary
Matthew Lombardozzi, who also goes by Matt Lombardozzi, Matthew J Lombardozzi, is a registered financial professional currently at DAVINCI CAPITAL MANAGEMENT, INC. located in Cambridge, Massachusetts.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 2022. Matthew has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew Lombardozzi's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 27, 2026 - Present
DAVINCI CAPITAL MANAGEMENT, INC.
Office #1: 801 Cambridge St., Cambridge, MA 02141Office #2: 801 Cambridge Street, Cambridge, MA 02141August 11, 2022 - May 11, 2026
NATIXIS DISTRIBUTION, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/27/2026)
Exams
Series 7TO
Date: 8/11/2022
General Securities Representative ExaminationFINRA
Current Firm
DAVINCI CAPITAL MANAGEMENT, INC.
CRD#: 46897 / SEC#: 801-56514, 8-51580
Contact information
FINRA licenses (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 85 |
| AUM (Assets Under Management) | $ 40,216,551 |
Disclosures
| Regulatory Event | 2 |
Red Flags
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