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Todd Matthews Dematteo

Yosemite Execution Partners Inc.

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About Todd Matthews Dematteo

Todd Matthews Dematteo is a securities professional with over 18 years of experience in the financial services industry. Todd currently works at Yosemite Execution Partners Inc. in Lafayette, CA as a registered representative and principal. Todd has held various roles in the industry, including positions at Bankers Capital International, Monarch Capital Group, LLC, Halen Capital, Dominick & Dickerman LLC, and Westminster Securities Corporation. Todd holds a variety of licenses and certifications including Series 7, 24, 63, 79, 99, and SIE. Todd is licensed in California, Connecticut, Illinois, New Jersey, and New York.

Firm Information

Todd Dematteo is currently registered with Yosemite Execution Partners Inc.. Yosemite Execution Partners Inc. is a Corporation formed on May 8, 2012 and approved in California, Colorado, Connecticut, Illinois, New Jersey, and New York. The firm has one approved SEC registration and six approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

14

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.

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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Todd Dematteo’s Registration & Firm History

CA

04/25/2019 - Present

Yosemite Execution Partners Inc. (LAFAYETTE CA)

NY

01/04/2017 - 04/16/2019

BANKERS CAPITAL INTERNATIONAL (NEW YORK NY)

NY

04/01/2016 - 01/31/2017

MONARCH CAPITAL GROUP, LLC (NEW YORK NY)

NY

07/10/2015 - 04/18/2016

HALEN CAPITAL (New York NY)

NY

10/30/2006 - 06/30/2015

DOMINICK & DICKERMAN LLC (NEW YORK NY)

NY

04/25/2005 - 11/27/2006

WESTMINSTER SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/20/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/24/2012

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/23/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Todd Matthews Dematteo.
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