Michael Matone, financial advisor Warwick RI
93 score

Michael Matone

CRD 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 25 years of experience in the finance industry.

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Company Name Location Dates Years
Steele Capital Management, Inc. Dubuque, IA Oct 2013 - Current 3
Northwestern Mutual Life Ins. Company Milwaukee, WI Apr 1983 - Current 33
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
Contact Info for Michael N. Matone
Phone Number: 563-588-2097
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    1,607
    MILLIONS
  • Total Number of Accounts
    3,033
    ACCOUNTS
  • Average Account Value
    $529,800
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States

AZ, CA, FL, GA, IA, IL, MI, MN, MO, NC, NE, NJ, NY, RI, SD, TX, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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