Matthew Lawrence Dellasega
Investment adviser representative at Principal Securities, Inc.
24 yearsExperience
1 stateRegistered in
$17BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
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
24 years in the industry.
- Principal Bank and Principal Trust CompanyJan 2024 to now
- Principal Securities, Inc.Nov 2023 to now
- Principal Life Insurance CompanyNov 2023 to now
- First Citizens Asset ManagementNov 2018 to Nov 2023
- First Citizens Investor ServicesMay 2018 to Nov 2023
- First Citizens BankApr 2018 to Nov 2023
- Wells Fargo Bank, NAAug 2002 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (NC).
Principal Securities, Inc.
$17BAssets managed
51,941Clients
1,464Advisers
28 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
- 6949002
- Firm CRD
- 1137