Matthew Dino Querze

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 06/2013 → 12/2019
  Matthew Querze
  Norwalk, CT
• 03/2017 → 05/2019
  Rev.iO
  Atlanta, GA
• 06/2016 → 12/2016
  Clearlynx, Llc.
  Stamford, CT
• 10/2019 → 09/2023
  Sagepoint Financial, Inc.
  Stamford, CT
• 09/2023 → 12/2023
  Osaic Wealth, Inc.
  Stamford, CT
• 05/2019 → Present
  Querze Wealth Management
  Stamford, CT
• 12/2023 → Present
  Lpl Financial
  Stamford, CT

Previous Registrations

• 2023-09-01 → 2023-12-12
  Osaic Wealth, Inc.
  Stamford, CT
• 2020-01-31 → 2023-09-01
  Osaic Services, Inc.
  Stamford, CT

Other Businesses

1) 12/2023 - Querze Wealth Management / Non-Variable Insurance / Inv. Related / Stamford CT / Start date 01/01/2020 - 5 Hrs per month - 5% Time Spent 2) 12/2023 - Querze Wealth Management / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)120 Hrs per month / 5% Time Spent

Exams

• S66 Uniform Combined State Law Examination
  2020-01-30