Matthew DivirgilioCRD Number: 4501070
Current Firm: Cetera Advisors LLC
Matthew Divirgilio (CRD# 4501070) is an Investment Advisor Representative working at Cetera Advisors LLC in Lynn, MA and has over 15 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Cetera Advisors LLC||Denver, CO||Oct 2016 - Current||1|
|Divirgilio Financial Group||Lynn, MA||Oct 2005 - Current||12|
|Divirgilio Insurance Agency||Lynn, MA||Jan 1999 - Current||19|
|Investors Capital Corp||Lynnfield, MA||Aug 2005 - Oct 2016||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2002|
|S65||NASAA Investment Advisors Law Examination||Dec 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management10,963MILLIONS
Total Number of Accounts51,290ACCOUNTS
Average Account Value$213,755
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV
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