Matthew David Sitarski

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2009 → 03/2021
  Rental Property
  Dearborn, MI
• 12/2015 → 11/2018
  J.P. Morgan Securities Llc
  Wayne, MI
• 12/2015 → 11/2018
  Jp Morgan Chase Bank Na
  Wayne, MI
• 11/2018 → 01/2024
  Jp Morgan Chase Bank, N.A.
  Ann Arbor, MI
• 11/2018 → 01/2024
  Jp Morgan Securities, Llc
  Ann Arbor, MI
• 01/2024 → Present
  Raymond James & Associates, Inc.
  Ann Arbor, MI

Previous Registrations

• 2012-10-01 → 2024-02-01
  J.P. Morgan Securities Llc
  Wayne, MI
  Southgate, MI
  Dearborn Heights, MI
  Livonia, MI
  Ann Arbor, MI
  Ypsilanti, MI
• 2010-07-23 → 2012-10-01
  Chase Investment Services Corp.
  Allen Park, MI
  Lincoln Park, MI
  Allen Park, MI
  Wayne, MI
  Taylor, MI

Exams

• S66 Uniform Combined State Law Examination
  2010-06-21
• S63 Uniform Securities Agent State Law Examination
  2007-12-12

Other Names

• Matthew D Sitarski
• Matt Sitarski