Robert Edmund Matricardi

Current Employers

Employment History

• 04/2015 → 03/2022
  Equitable Advisors, Llc
  New York, NY
• 04/2022 → 10/2023
  Lpl Financial Llc
  Fort Mill, SC
• 03/2022 → 10/2023
  Financial Resources Group
  Fort Mill, SC
• 10/2023 → Present
  Massmutual Life Insurance Co.
  Charlotte, NC
• 10/2023 → Present
  Mml Investors Services, Llc
  Charlotte, NC

Previous Registrations

• 2022-04-06 → 2023-11-08
  Lpl Financial Llc
  Fort Mill, SC
• 2022-08-15 → 2023-09-20
  Financial Resources Group Investment Services, Llc
  Fort Mill, SC
  Fort Mill, SC
• 2015-04-16 → 2022-03-10
  Equitable Advisors, Llc
  Charlotte, NC
  Jersey City, NJ
  Charlotte, NC
  Charlotte, NC
  Cornelius, NC
• 2013-05-29 → 2014-05-30
  Eagle Strategies Llc
  New York, NY
• 2012-01-03 → 2012-12-17
  Schwab Wealth Advisory, Inc.
  Englewood, CO
• 2006-09-19 → 2011-12-31
  Charles Schwab & Co., Inc.
  Englewood, CO
  Fishers (Indianapolis), IN
  Englewood, CO
  Englewood, CO
  Englewood, CO
• 2001-01-01 → 2006-10-06
  T. Rowe Price Advisory Services, Inc.
  Colorado Springs, CO

Other Businesses

(1) Name: Insolent Swine BBQ, Inv Rel: N, Addr: At Residential Address Nature: Private Chef Position: Owner Start Date: 1/1/2017 No. Hr/Mo: 4 No. Hr/Mo During Sec Trading: 0 (2) Name: Southern States Mastiff Rescue, Inv Rel: N, Addr: 1280 Carriage House Lane, Apt F, Gastonia, NC 28054, Nature: Dog Rescue, Position: Volunteer, Start Date: 3/27/2025, No. Hr/Mo: 5, No. Hr/Mo During Sec Trading: 0 (3) Name: Robert Matricardi Jr., INV REL: Y, Addr: 4350 Congress Street, Suite 300, Charlotte, NC 28209, Nature: Outside Insurance Sales, Position: Insurance Broker, Start Date: 10/01/2025, No. Hr/Mo: 1, No. Hr/Mo During Sec Trading: 1, Duties: Life, Disability, Long-term care (4) Name: Southern States Mastiff Rescue Inv Rel: Y Add: Residential Nature: Rescuing and re-homing old English Mastiff dogs Position: Treasurer Start Date: No. Hr/Mo: 10 No. Hr/Mo During Sec Trading: 0 Duties: Help organize SSMR's books and records, request the bank and fosters, order dog food for fosters, help place dogs with adopters and fosters, rescue dogs from shelter, help transport dogs when needed.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-13
• S63 Uniform Securities Agent State Law Examination
  1999-03-30

Designations

Other Names

• Robert Edmond Matricardi
• Rob Matricardi
• Robert Edmund Matricardi
• Robert Edmund Matricardi
• Robert Edmund Matricardi
• Robert E Matricardi