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Matthew Rosario Petrizzo

Guggenheim Investments

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About Matthew Rosario Petrizzo

Matthew Rosario Petrizzo is a financial advisor with Guggenheim Investments. Matthew has been in the industry since 2004, with prior experience at firms such as Advisors Asset Management, Inc., RBC Capital Markets Corporation, Van Kampen Funds Inc. and Claymore Securities, Inc.. Matthew holds Series 7, Series 24, Series 63 and Series 66 licenses, as well as the SIE exam. Matthew focuses on providing portfolio management services to investment companies and pooled investment vehicles.

Firm Information

Matthew Petrizzo is currently registered with Guggenheim Investments. Guggenheim Investments is an investment advisor based in NEW YORK, NY. The firm manages approximately $11,255,391,581 in regulatory assets under management for 138 accounts. The firm provides investment advice to investment companies and pooled investment vehicles.
Guggenheim Investments

330 MADISON AVENUE

NEW YORK, NY 10017

$11.26B

Assets Under Management

1

Total Clients

39

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

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percentage of assets

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

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Matthew Petrizzo’s Registration & Firm History

IL

10/10/2014 - Present

Guggenheim Investments (CHICAGO IL)

IL

10/10/2014 - 09/09/2024

GUGGENHEIM FUNDS DISTRIBUTORS, LLC (CHICAGO IL)

IL

04/05/2010 - 10/13/2014

ADVISORS ASSET MANAGEMENT, INC. (LISLE IL)

IL

05/15/2008 - 04/12/2010

RBC CAPITAL MARKETS CORPORATION (ORLAND PARK IL)

IL

07/26/2006 - 05/14/2008

VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)

IL

12/03/2004 - 07/21/2006

CLAYMORE SECURITIES, INC. (LISLE IL)

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Licenses & Designations

BOTH

Issued 02/17/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/13/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/01/2023

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Rosario Petrizzo.
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