Matthew Rizzo, financial advisor Cleveland OH
93 score

Matthew Rizzo

CRD Number: 4551383
Current Firm: Pnc Capital Advisors LLC

Matthew Rizzo (CRD# 4551383) is an Investment Advisor Representative working at Pnc Capital Advisors LLC in Cleveland, OH and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Funds Distributor, LLC King Of Prussia, PA Aug 2011 - Current 5
Pnc Capital Advisors Cleveland, OH May 2010 - Current 6
Bank Of America, Na Columbus, OH May 2010 - May 2011 1
Merrill Lynch Columbus, OH Feb 2010 - May 2010 < 1
Quaker Funds Malvern, PA Apr 2009 - Feb 2010 < 1
Transamerica Capital, Inc. Denver, CO Nov 2007 - Apr 2009 1
Allianz Life Insurance Company Of North America Minneapolis, MN Nov 2006 - Nov 2007 1
Allianz Life Finacial Services, LLC Minneapolis, MN Nov 2006 - Nov 2007 1
Ifs Financial Services Cincinnati, OH May 2002 - Nov 2006 4
Touchstone Funds Cincinnnati, OH May 2002 - Oct 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
S65 NASAA Investment Advisors Law Examination Mar 2010
Contact Info for Matthew F. Rizzo
Phone Number: 410-237-5683
Registered State(s):
  • IN
  • OH
By the Numbers
  • Total Assets Under Management
    41,592
    MILLIONS
  • Total Number of Accounts
    10,692
    ACCOUNTS
  • Average Account Value
    $3,890,056
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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