Matthew Pitzulo (CRD# 7712428) is an Investment Advisor Representative working at Greenline Wealth Management in Boca Raton, FL and has 1 year of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greenline Wealth Management LLC | Boca Raton, FL | Mar 2023 - Current | 1 |
| Converge Medical Technology | Austin, TX | Sep 2019 - Jan 2023 | 3 |
| Best Dedicated Solutions | Vernon Hills, IL | Aug 2018 - Sep 2019 | 1 |
| Slammers LLC | Libertyville, IL | Jan 2014 - Jul 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- IL
-
Total Assets Under Management47MILLIONS
-
Total Number of Accounts244ACCOUNTS
-
Average Account Value$191,962
- 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
- Pension consulting services
- Educational seminars/workshops
FL, IL, NJ
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