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Matthew Joseph Pitrola

Raymond James Financial Services Advisors, Inc

Depew, NY

CRD 7161273

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Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-07-16
  • NY RA
    APPROVED
    Since 2025-07-16

Branch Locations

4990 Transit Rd, Depew, NY 14043 • 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
Tim Hortons Hamburg NY 03/2014 08/2018
Blasedell Pizza Hamburg NY 02/2018 07/2025
Hampton Inn Hamburg NY 09/2018 07/2025
Custom Wealth Strategies Depew NY 09/2019 01/2020
Commonwealth Financial Network Waltham MA 09/2019 01/2020
Student At University At Buffalo Amherst NY 09/2017 05/2019
Student At Erie Community College Orchard Park NY 09/2015 05/2017
Custom Wealth Strategies Depew NY 01/2020 07/2025
Commonwealth Financial Network Waltham MA 07/2019 07/2025
Buffalo Financial Depew NY 07/2025 Present
Raymond James Financial Services Advisors, Inc. Depew NY 07/2025 Present
Raymond James Financial Services, Inc. Depew NY 07/2025 Present
  • 03/2014 → 08/2018
    Tim Hortons
    Hamburg, NY
  • 02/2018 → 07/2025
    Blasedell Pizza
    Hamburg, NY
  • 09/2018 → 07/2025
    Hampton Inn
    Hamburg, NY
  • 09/2019 → 01/2020
    Custom Wealth Strategies
    Depew, NY
  • 09/2019 → 01/2020
    Waltham, MA
  • 09/2017 → 05/2019
    Student At University At Buffalo
    Amherst, NY
  • 09/2015 → 05/2017
    Student At Erie Community College
    Orchard Park, NY
  • 01/2020 → 07/2025
    Custom Wealth Strategies
    Depew, NY
  • 07/2019 → 07/2025
    Waltham, MA
  • 07/2025 → Present
    Buffalo Financial
    Depew, NY
  • 07/2025 → Present
    Depew, NY
  • 07/2025 → Present
    Raymond James Financial Services, Inc.
    Depew, NY
Previous Registrations
Other Businesses

(1)Name of Business: Buffalo Financial Address: 4990 Transit Rd, Depew, NY, 14043-4468, United States Activity Type: Support Company - Non Owner Position/Title: Officer - President Investment Related: No Start Date: 01/01/2019 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: I serve as the President of Buffalo Financial. This is the name of our company under RJFS. My role comprises of managing client assets / relationships. As well as financial planning / retirement planning for retail clients.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-26
  • S66 Uniform Combined State Law Examination
    2019-11-26
Other Names
  • Matthew Pitrola

View on SEC IAPD

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