Matthew Thomas Disalvo
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
Are you Matthew Thomas Disalvo? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Raymond James Financial Services Advisors, Inc.Oct 2022 to now
- Raymond James Financial Services, Inc.Oct 2022 to now
- Pinnacle Asset Mgt- - Support Co/non-ownerSep 2022 to now
- Pinnacle BankNov 2021 to now
- Pinnacle Financial Partners/pinnacle BankNov 2021 to now
- PNC BankOct 2021 to Oct 2021
- Bbva Wealth Solutions Inc.Apr 2017 to Oct 2021
- Bbva Compass Insurance Agency, Inc.Apr 2016 to Oct 2021
- Bbva Securities Inc.May 2015 to Oct 2021
- Compass BankApr 2015 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (AL).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5152016
- Firm CRD
- 149018