Michael Giammatteo
CRD Number: 2768433Current Firm: Xpyria Investment Advisors, Inc.
Compensation Model: Fee Only
Michael Giammatteo (CRD# 2768433) is a Principal and Investment Strategist of XPYRIA Investment Advisors, Inc. in Pittsburgh, PA. He has 20 years of experience in the finance industry. He has been with XPYRIA Investment Advisors (nee Yanni & Company) since 1999.
Mr. Giammatteo provides independent guidence to clients in all matters financial. With a focus on helping successful professionals and business owners to prepare for retirement; business transitions to maximize the value built in the company; prepare the next generation for the responsibility of wealth and family values; and preservation of the family's wealth.
Additionally, he conducts in-depth investment research that is instrumental in the design, construction, and management of client portfolios. He is responsible for the procurement of primary investment research for the exclusive benefit of the Firm and its clients. Mr. Giammatteo and the XPYRIA research staff put each investment idea through a quantitative and qualitative review prior to being presented for final approval to XPYRIA’s Investment Committee.
Mr. Giammatteo is a member of the XPYRIA's Investment Committee.
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| Xpyria Investment Advisors, Inc. | Pittsburgh, PA | Oct 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2000 |
- CA
- PA
- TX
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Total Assets Under Management823MILLIONS
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Total Number of Accounts1,007ACCOUNTS
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Average Account Value$817,582
- 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
CA, FL, MD, NC, NJ, PA, TX
XPYRIA Investment Advisors (“XPYRIA”), located in Pittsburgh,PA, is a registered investment advisor under the Investment Advisers Act of 1940 (as “Amended”). The Firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. XPYRIA continuously monitors its filing requirements in all states, and will provide individualized services only in accordance with various state regulations. Any direct communication by XPYRIA with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
This website is for informational purposes only and does not constitute a complete description of investment services or performance. This website in no way constitutes the provision of investment advice, which will only be provided under a written investment advisory agreement and only in states in which XPYRIA is registered, has made the appropriate notice filings, or is exempt from notice filing requirements. Information on this website is not an offer to buy or sell, or a solicitation of any offer(s) to buy or sell the securities mentioned herein. Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.
Each client or prospective client agrees, as a condition precedent to his/her/its access to XPYRIA’s website to, release and hold harmless XPYRIA, its offices, directors, owners, employees, and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which use independent of his/her/its receipt of personalized individual advice from XPYRIA.
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