Matthew Antonio Fatz

Employer firm

Thrive Wealth Management, LLC CRD 168777

$1.58B regulatory AUM 19 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 03/2019
  United Capital Financial Advisers, Llc
  Newport Beach, CA
• 04/2019 → Present
  Thrive Wealth Management
  Audubon, PA

Previous Registrations

• 2014-07-02 → 2019-03-14
  United Capital Financial Advisors
  North Wales, PA
• 2011-01-10 → 2014-06-17
  Sei Investments Management Corp
  Oaks, PA
• 2002-07-30 → 2003-10-09
  Waddell & Reed
  Allentown, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-01-07
• S63 Uniform Securities Agent State Law Examination
  2008-09-04
• S66 Uniform Combined State Law Examination
  2002-06-17

Designations

• Certified Financial Planner