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Matthew Thomas D'amico

Investment adviser representative at Networth Advisors, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$185.4MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

15 years in the industry.

  1. Networth Advisors, LLCFeb 2020 to now
  2. Nylife Securities LLCJun 2018 to Jan 2020
  3. New York Life Insurance CoMay 2018 to Jan 2020
  4. Mass Mutual Financial GroupMay 2017 to Apr 2018
  5. Mass MutualMay 2017 to Dec 2017
  6. Saint Vincent CollegeAug 2015 to May 2018
  7. St. Vincent CollegeMay 2011 to Apr 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (PA).

Networth Advisors, LLC

$185.4MAssets managed
405Clients
6Advisers
2 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
6958534
Firm CRD
311621
Advisor's SEC record (opens in a new tab)
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