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Matthew David Pietzak

Verdence Capital Advisors, LLC

Hunt Valley, MD

Naples, FL

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Current Employers
Verdence Capital Advisors, Llc

50 Schilling Road Suite 300, Hunt Valley, MD 21031 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-08-03
GA RA APPROVED 2023-07-20
  • FL RA
    APPROVED
    Since 2023-08-03
  • GA RA
    APPROVED
    Since 2023-07-20

Branch Locations

50 Schilling Road Suite 300, Hunt Valley, MD 21031 • United States

5551 Ridgewood Drive Suite 303, Naples, FL 34108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Investments Naples FL 04/2012 01/2017
Vantage Private Wealth, Llc Naples FL 01/2017 07/2023
Verdence Capital Advisors, Llc Naples FL 07/2023 Present
  • 04/2012 → 01/2017
    Pnc Investments
    Naples, FL
  • 01/2017 → 07/2023
    Vantage Private Wealth, Llc
    Naples, FL
  • 07/2023 → Present
    Verdence Capital Advisors, Llc
    Naples, FL
Previous Registrations
  • 2017-02-07 → 2023-08-15
    Vantage Private Wealth, Llc
    Naples, FL
  • 2012-07-10 → 2017-01-11
    Pnc Wealth Management Llc
    Naples, FL
    Sarasota, FL
    Naples, FL
    Columbus, OH
  • 2005-06-03 → 2012-04-13
    Wells Fargo Clearing Services, Llc
    Charlotte, NC
    Atlanta, GA
    Decatur, GA
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
  • 2003-11-10 → 2005-04-07
    Banc Of America Investment Services, Inc.
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-29
S63 Uniform Securities Agent State Law Examination 1999-12-17
  • S65 Uniform Investment Adviser Law Examination
    1999-12-29
  • S63 Uniform Securities Agent State Law Examination
    1999-12-17
Designations
Other Names
  • Matthew D. Pietzak

View on SEC IAPD

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Other Offices

BAY HARBOR WEALTH MANAGEMENT, LLC · HUNT VALLEY, MD
ABS CAPITAL PARTNERS, INC. · HUNT VALLEY, MD
GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD
MONUMENTAL WEALTH, LLC · HUNT VALLEY, MD
BUSH RIVER TRUST, LLC · HUNT VALLEY, MD
OSAIC WEALTH, INC. · HUNT VALLEY, MD
INDEPENDENT FINANCIAL PARTNERS · Hunt Valley, MD
AE WEALTH MANAGEMENT, LLC · Hunt Valley, MD

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