Michael MatoneCRD Number: 1010334
Current Firm: Steele Capital Management, Inc.
Michael Matone (CRD# 1010334) is an Investment Advisor Representative working at Steele Capital Management, Inc. in Warwick, RI and has over 26 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Balanced Wealth Management, LLC
Financial Independence, LLC
|Steele Capital Management, Inc.||Dubuque, IA||Oct 2013 - Current||3|
|Northwestern Mutual Life Ins. Company||Milwaukee, WI||Apr 1983 - Current||34|
|Northwestern Mutual Wealth Managment Company||Milwaukee, WI||Mar 2007 - Sep 2013||6|
|Northwestern Mutual Investment Services, LLC||Providence, RI||Jan 2006 - Sep 2013||7|
|Northwestern Mutual Investment Services, LLC||Milwaukee, WI||Feb 1984 - Sep 2013||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1991|
|S66||NASAA Uniform Combined State Law Examination||Dec 2005|
Total Assets Under Management1,607MILLIONS
Total Number of Accounts3,033ACCOUNTS
Average Account Value$529,800
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, FL, GA, IA, IL, MI, MN, MO, NC, NE, NJ, NY, RI, SD, TX, WI