Matthew Dibattista (CRD# 7880499) is an Investment Advisor Representative working at Apella Wealth in West Hartford, CT and has 1 year of experience in the finance industry.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Apella Wealth | Glastonbury, CT | Nov 2022 - Current | 1 |
| Ss&c Technologies | Windsor, CT | May 2021 - Nov 2022 | 1 |
| Western New England University | Springfield, MA | Sep 2019 - May 2021 | 1 |
| Live Nation Entertainment | Hartford, CT | Jun 2019 - Dec 2019 | < 1 |
| Axe Throwing Entertainment | Hartford, CT | May 2018 - Dec 2019 | 1 |
| Grocery Store | Rocky Hill, CT | Jul 2016 - Aug 2018 | 2 |
| Unemployed/student | Rocky Hill, CT | Feb 2014 - Jul 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- CT
-
Total Assets Under Management3,349MILLIONS
-
Total Number of Accounts8,605ACCOUNTS
-
Average Account Value$389,195
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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