Matthew Louis Debiase

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

• 08/2011 → 04/2020
  Full-Time Education
  Pittsburgh, PA
• 05/2020 → 11/2020
  Doordash
  Elk Grove, CA
• 11/2020 → 12/2020
  Amazon
  Sacramento, CA
• 12/2020 → 03/2024
  Core Financial Group
  Yuba City, CA
• 12/2021 → 01/2023
  Woodbury Financial Services Inc
  Yuba City, CA
• 01/2023 → 03/2024
  Commonwealth Financial
  San Diego, CA
• 03/2024 → Present
  Commonwealth Financial Network
  San Diego, CA
• 03/2024 → Present
  Core Financial Group
  Yuba City, CA

Previous Registrations

• 2022-02-28 → 2023-01-10
  Woodbury Financial Services, Inc.
  Yuba City, CA

Other Businesses

Fixed insurance sales; as of 01/06/2023; 100% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2022-02-25