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Matthew Battipaglia

Washington Crossing Advisors LLC

Morristown, NJ

CRD 5407924

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Employer firm

Washington Crossing Advisors LLC CRD 281511

$2.03B regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • PORTFOLIO CONSULTANT TO A UNIT INVESTMENT TRUST SPONSORED BY AN UNAFFILIATED THIRD-PARTY

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

Current Employers
Washington Crossing Advisors Llc

305 Madison Avenue Suite 200, Morristown, NJ 07960 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2017-04-19
  • NJ RA
    APPROVED
    Since 2017-04-19

Branch Locations

305 Madison Avenue Suite 200, Morristown, NJ 07960 • 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
Stifel, Nicolaus & Company, Incorporated Florham Park NJ 08/2011 Present
Previous Registrations
Other Businesses

Name of business: Mac's Tavern Investment related: No Address: 226 Market St. Philadelphia, PA 19106 Nature: Bar/Restaurant Position: General Partner Start Date: 06/2010 Time Devoted: Zero Time Devoted during trading hours: Zero Duties: None daily

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-07
  • S65 Uniform Investment Adviser Law Examination
    2016-05-07

View on SEC IAPD

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