Matthew Jude Petromilli
Investment adviser representative at Assetmark, Inc.
10 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Assetmark Brokerage, LLCAug 2026 to now
- Assetmark, Inc.Mar 2026 to now
- Assetmark Financial Holdings, IncMar 2026 to now
- OnedigitalAug 2025 to Mar 2026
- Jersey MikesAug 2022 to Jul 2025
- Iowa Chop HouseAug 2021 to Jun 2022
- StudentAug 2019 to Aug 2021
- Phillips Air CompressorApr 2019 to Aug 2019
- The Hampton SocialJan 2019 to Apr 2019
- StudentJan 2018 to Jan 2019
- Casey'sJul 2017 to Jan 2018
- Scannell & AsosciatesAug 2016 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 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
- 8251737
- Firm CRD
- 109018