Unclaimed
Matthew Pisanelli is a financial advisor with T. Rowe Price Associates, Inc. based in New York, New York. Matthew Pisanelli has been in the industry since February 11, 2010. Matthew Pisanelli is a registered investment advisor in Maryland and New York. Matthew Pisanelli also holds Series 3, Series 7, Series 24, and Series 66 licenses. Matthew Pisanelli has previously worked at BlackRock Investments, LLC, Guggenheim Funds Distributors, LLC, and Guggenheim Securities, LLC. Matthew Pisanelli specializes in providing investment advice to high-net-worth individuals, insurance companies, investment companies, charitable organizations, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
05/10/2024 - Present
T. Rowe Price Associates, Inc. (New York NY)
NY
01/27/2016 - 10/05/2016
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
NY
04/20/2015 - 06/22/2015
GUGGENHEIM FUNDS DISTRIBUTORS, LLC (NEW YORK NY)
NY
11/15/2012 - 04/21/2015
GUGGENHEIM SECURITIES, LLC (NEW YORK NY)
NY
02/05/2009 - 11/08/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2012
Series 3 - National Commodity Futures Examination
BC
Issued 02/04/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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