Matthew Albert Digiacomo

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2011 → 01/2023
  Woodbury Financial Services, Inc
  Woodbury, MN
• 01/2023 → Present
  Commonwealth Financial Network
  San Diego, CA
• 01/2023 → Present
  Core Financial Group
  Yuba City, CA

Previous Registrations

• 2011-05-06 → 2023-01-10
  Woodbury Financial Services, Inc.
  Yuba City, CA
• 2007-01-10 → 2011-05-10
  Edward Jones
  Marysville, CA

Other Businesses

1. Fixed insurance sales, Core Financial Group; as of 07/05/2022,1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner of rental property located in San Diego, CA, as of 2022; 1% of time spent during business hours; Not conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-03
• S63 Uniform Securities Agent State Law Examination
  2002-08-08

Designations

• Certified Financial Planner

Other Names

• Matthew Alberto Digiacomo