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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
427 Bedford Road Suite 310, Pleasantville, NY 10570 • United States
Yorktown Heights, NY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Pleasantville | NY | 09/2005 | 07/2018 |
| Commonwealth Financial Network | Waltham | MA | 07/2018 | Present |
| Clear Path Private Wealth | Pleasantville | NY | 07/2018 | Present |
1.President and Co-Owner, Amatuzzo, Magnani & Associates, LLC doing business as Clear Path Private Wealth, a private entity established to facilitate securities, advisory, and insurance business; As of 07/13/18; Approximately 10% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2.Fixed Insurance Sales, as an Agent, under the name Clear Path Private Wealth; As of 07/13/18; Approximately 2% time spent during securities trading hours per month; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-08-02 |
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