Philip Robert Matalucci

Employer firm

Amplius Wealth Advisors CRD 312463

$1.74B regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2019 → 04/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Philadelphia, PA
• 05/2019 → 09/2019
  Unemployed
  Cherry Hill, NJ
• 12/2018 → 05/2019
  Rutgers Baseball
  Piscataway, NJ
• 01/2019 → 05/2019
  Merrill Lynch
  Manhattan, NY
• 05/2017 → 08/2018
  Tavistock Country Club
  Haddonfield, NJ
• 09/2017 → 12/2018
  Rutgers Baseball
  Piscataway, NJ
• 09/2015 → 05/2019
  Rutgers University
  New Brunswick, NJ
• 06/2015 → 06/2017
  Lsa Suites & Tickets
  Cherry Hill, NJ
• 04/2022 → Present
  Amplius Wealth Advisors
  Blue Bell, PA

Previous Registrations

• 2020-02-04 → 2022-04-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Philadelphia, PA
  New York, NY

Other Businesses

03/2020 Independent Licensed Insurance Agent; Investment Related; Philadelphia, PA; Life & Health

Exams

• S66 Uniform Combined State Law Examination
  2020-02-03

Designations

• Certified Financial Planner

Other Names

• Phil Matalucci
• Philip Matalucci