linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Paul Pistorio

Geneva Capital Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Paul Pistorio

Matthew Pistorio is an active investment advisor representative with Geneva Capital Management LLC. Matthew has been in the industry since 2006. Matthew is registered with FINRA and holds the Series 7 and Series 66 licenses. Geneva Capital Management LLC provides model portfolio services to financial firms. Matthew also manages client portfolios for Geneva Capital Management LLC and serves as a principal. Matthew is registered in multiple states including Wisconsin, Illinois, and New York.

Firm Information

Matthew Pistorio is currently registered with Geneva Capital Management LLC. Geneva Capital Management LLC is a Milwaukee, WI-based investment advisor with over $5.8 billion in regulatory assets under management. The firm provides portfolio management services to individuals, businesses, investment companies, pooled investment vehicles, and other financial firms. Geneva Capital also provides model portfolio services to financial firms. The firm has a history of working with high net worth individuals, pension plans, corporations, and government entities.
Geneva Capital Management LLC

411 E. WISCONSIN AVE.

MILWAUKEE, WI 53202-4461

$5.84B

Assets Under Management

13

Total Clients

4

Total Financial Advisors

Services Offered

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.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

model portfolio services to financial firms

Model portfolio services to financial firms

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Model portfolio fees based on underlying assets.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Pistorio’s Registration & Firm History

WI

01/01/2025 - Present

Geneva Capital Management LLC (MILWAUKEE WI)

CO

06/29/2017 - 04/02/2020

JANUS HENDERSON DISTRIBUTORS (DENVER CO)

IL

10/10/2007 - 06/01/2017

FORESIDE FUND SERVICES, LLC (CHICAGO IL)

IL

08/23/2006 - 08/30/2007

CITIGROUP GLOBAL MARKETS INC. (BARRINGTON IL)

Not sure if Matthew Paul Pistorio is right for you?

Licenses & Designations

BOTH

Issued 10/09/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Paul Pistorio.
Not sure if Matthew Paul Pistorio is right for you?