Unclaimed
Matthew Scarlata is a financial advisor who has been in the industry since December 13, 2001. Matthew is currently a registered representative with T. Rowe Price Associates, Inc., and holds a Series 63, Series 66, Series 7 and Series 24 licenses. Matthew has a broad range of experience having previously worked with Resource Securities LLC, Equinox Group Distributors, LLC, AXA Distributors, LLC, AllianceBernstein Investment Research and Management, Inc., and Salomon Smith Barney Inc. Matthew is registered in 53 states and 2 additional jurisdictions and offers investment advisory services to corporations, pooled investment vehicles, insurance companies, investment companies, charitable organizations, state and municipal government entities, high-net-worth individuals and other investment advisors.
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
MD
06/28/2023 - Present
T. Rowe Price Associates, Inc. (OWINGS MILLS MD)
PA
01/30/2014 - 11/02/2018
RESOURCE SECURITIES LLC (PHILADELPHIA PA)
NJ
04/04/2011 - 11/27/2013
EQUINOX GROUP DISTRIBUTORS, LLC (PRINCETON NJ)
NJ
08/04/2006 - 09/17/2010
AXA DISTRIBUTORS, LLC (JERSEY CITY NJ)
TN
02/19/1999 - 11/17/2005
ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)
NY
03/09/1998 - 10/12/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 03/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2011
Series 24 - General Securities Principal Examination
BC
Issued 09/09/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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