Matthew Ozbalik (CRD# 7368572) is an Investment Advisor Representative working at Pgim Investments LLC in Newark, NJ and has over 2 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prudential Investment Management Services LLC | Newark, NJ | Jan 2023 - Current | 1 |
| Pgim Investements | Newark, NJ | Jan 2023 - Current | 1 |
| Rutgers Business School | Piscataway, NJ | May 2019 - Current | 5 |
| The Prudential Insurance Company Of America | East Brunswick, NJ | Apr 2022 - Jan 2023 | < 1 |
| Pruco Securities, LLC | East Brunswick, NJ | Apr 2021 - Jan 2023 | 1 |
| Rutgers Athletics - Compass Group | Piscataway, NJ | Sep 2021 - Feb 2022 | < 1 |
| Reckitt Benckiser | Parsippany, NJ | Jun 2020 - Dec 2020 | < 1 |
| Rutgers University | Piscataway, NJ | Jan 2020 - Jun 2020 | < 1 |
| Advanced Chiropractic And Wellness Center | Edison, NJ | Aug 2016 - Apr 2020 | 3 |
| Td Bank | South Plainfield, NJ | Oct 2018 - Apr 2019 | < 1 |
| Saint Joseph High School | Metuchen, NJ | Sep 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
| S63 | Uniform Securities State Law Examination | Mar 2022 |
- NJ
-
Total Assets Under Management315,352MILLIONS
-
Total Number of Accounts167ACCOUNTS
-
Average Account Value$1,888,332,353
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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