Matthew J. Pitzulo

GREENLINE WEALTH MANAGEMENT

VERNON HILLS, IL

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CRD#: 7712428

Professional summary

Matthew John Pitzulo is a registered financial advisor currently at GREENLINE WEALTH MANAGEMENT located in Vernon Hills, Illinois.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Matthew has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew John Pitzulo'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

March 22, 2023 - Present

GREENLINE WEALTH MANAGEMENT

RIA

CRD#: 298397

VERNON HILLS, IL

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

Illinois
(3/22/2023)

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: 3/13/2023

Uniform Investment Adviser Law Examination

Current Firm

GREENLINE WEALTH MANAGEMENT

GREENLINE WEALTH MANAGEMENT | GREENLINE WEALTH MANAGEMENT LLC

CRD#: 298397 / SEC#:

California

Registered Investment Advisory firm - (8/7/2024 Approved)

Florida

Registered Investment Advisory firm - (9/17/2018 Approved)

Illinois

Registered Investment Advisory firm - (8/14/2018 Approved)

Indiana

Registered Investment Advisory firm - (9/23/2024 Approved)

Kentucky

Registered Investment Advisory firm - (1/24/2025 Approved)

New Jersey

Registered Investment Advisory firm - (10/21/2021 Approved)

New York

Registered Investment Advisory firm - (7/9/2024 Approved)

North Carolina

Registered Investment Advisory firm - (7/22/2024 Approved)

Texas

Registered Investment Advisory firm - (7/2/2024 Conditional Restricted)

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Contact information

Main Address

301 Yamato Road Suite 3151, Boca Raton, FL 33431

Mailing Address

Phone number

(561) 405-6609

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	299
AUM (Assets Under Management)	$ 77,755,922

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Matthew J. Pitzulo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

GREENLINE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 3/13/2023

Current Firm

GREENLINE WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GREENLINE WEALTH MANAGEMENT

TRUST BUT VERIFY

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