Matthew E. Ambrosio
Investment adviser representative at United Brokerage Services Inc
10 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$372.3MFirm 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.
- Portfolio management
Experience
10 years in the industry.
- United Brokerage Services, Inc.Apr 2026 to now
- Fidelity InvestmentsMar 2025 to Apr 2026
- Fidelity Brokerage Services, LLC.Jun 2020 to Apr 2026
- River Operating Company Inc.May 2019 to Aug 2019
- River Operating Company Inc.May 2018 to Jul 2018
- Chaminade High SchoolMay 2017 to Aug 2017
- Clemson UniversityAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 6 states (FL, GA, NC, NJ, SC, TX).
United Brokerage Services Inc
Legal name: United Brokerage Services, Inc
$372.3MAssets managed
1,390Clients
57Advisers
11 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
- 7268416
- Firm CRD
- 39062