Matthew Coniglio, financial advisor Tallahassee FL

Matthew Coniglio

CRD Number: 5314282
Current Firm: Prudential Financial Planning Services

Matthew Coniglio (CRD# 5314282) is an Investment Advisor Representative working at Prudential Financial Planning Services in Tallahassee, FL and has over 12 years of experience in the finance industry.

Similar Advisors
Clinton Alexander, financial advisor Tallahassee FL
Clinton D. Alexander
CRD# 6823932
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Miron Allen, financial advisor Tallahassee FL
Miron H. Allen
CRD# 1561147
Amb Wealth, LLC
Similar Advisors
Marc Alvis, financial advisor Tallahassee FL
Marc A. Alvis
CRD# 5391298
Calton & Associates, Inc.
Company Name Location Dates Years
Pruco Securities, LLC Tallahassee, FL Sep 2013 - Current 10
Prudential Insurance Company Of America Tallahassee, FL Sep 2013 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2011
S63 Uniform Securities State Law Examination Jul 2014
Contact Info for Matthew J. Coniglio
Phone Number: 800-235-7637
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    14,029
    MILLIONS
  • Total Number of Accounts
    106,737
    ACCOUNTS
  • Average Account Value
    $131,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Matthew Coniglio and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.