Matthew OzbalikCRD Number: 7368572
Current Firm: Pgim Investments LLC
Matthew Ozbalik (CRD# 7368572) is an Investment Advisor Representative working at Pgim Investments LLC in Newark, NJ and has 1 year of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|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||4|
|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|
Total Assets Under Management311,778MILLIONS
Total Number of Accounts180ACCOUNTS
Average Account Value$1,732,100,055
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.