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Matthew Dean Andreoli

C2 Private Wealth

Novi, MI

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Current Employers
C2 Private Wealth

29409 Haggerty Road Suite 200, Novi, MI 48377 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-02-17
  • MI RA
    APPROVED
    Since 2023-02-17

Branch Locations

29409 Haggerty Road Suite 200, Novi, MI 48377 • 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
Hantz Financial Services Southfield MI 07/2009 06/2017
Strategic Investment Advisors, Llc Livonia MI 02/2023 Present
Hantz Financial Services Southfield MI 12/2015 01/2023
Hantz Financial Services Southfield MI 06/2017 01/2023
  • 07/2009 → 06/2017
    Hantz Financial Services
    Southfield, MI
  • 02/2023 → Present
    Strategic Investment Advisors, Llc
    Livonia, MI
  • 12/2015 → 01/2023
    Hantz Financial Services
    Southfield, MI
  • 06/2017 → 01/2023
    Hantz Financial Services
    Southfield, MI
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-07-24
S65 Uniform Investment Adviser Law Examination 2017-06-20
  • S63 Uniform Securities Agent State Law Examination
    2017-07-24
  • S65 Uniform Investment Adviser Law Examination
    2017-06-20
Other Names
  • Matthew Dean Anderoli
  • Matt Dean Andreoli

View on SEC IAPD

Other Firms

PATHWORKS FINANCIAL, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
SPC
J.P. MORGAN SECURITIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CHARLES SCHWAB & CO., INC.
DAHRING | CUSMANO AND ASSOCIATES

Other Investors

BRYAN SCOTT SMITH
DOUGLAS SCOTT SMITH
ROBERT PAUL SCHMANSKY
Karrie Nicole Maier
DAVID RENE MERCIER
Melissa K Frantz
ANTHONY MICHAEL CARUANA
ELIZABETH KLAPPER DEUTCH

Other Offices

PATHWORKS FINANCIAL, INC. · NOVI, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Novi, MI
SPC · Novi, MI
J.P. MORGAN SECURITIES LLC · NOVI, MI
ALLSTATE FINANCIAL ADVISORS, LLC · Novi, MI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · NOVI, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Novi, MI
CHARLES SCHWAB & CO., INC. · Novi, MI

More in Novi, MI

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