Joseph John Matovick

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:

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

Current Employers

Employment History

• 02/2010 → 02/2026
  Wells Fargo Advisors Financial Network
  Brooklyn, NY
• 02/2026 → Present
  Raymond James Financial Services Inc.
  Brooklyn, NY
• 02/2026 → Present
  Raymond James Financial Services Advisors Inc.
  Brooklyn, NY

Previous Registrations

• 2010-02-18 → 2026-02-24
  Wells Fargo Advisors Financial Network, Llc
  Brooklyn, NY
  Manhattan, NY
• 2007-05-29 → 2010-03-01
  Citigroup Global Markets Inc.
  Long Island City, NY
  Greenwich, CT
  Brooklyn, NY
• 2004-10-28 → 2007-05-29
  Citicorp Investment Services
  Brooklyn, NY
  Brooklyn, NY

Other Businesses

(1) Name of Business: park slope wealth management llc Address: 394 vineland avenue, staten island, NY, 10312, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/05/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: What is your role in relation to this activity? Owner/Proprietor\n\nthis entity is used to pay bills and holds lease for office space.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-10-27
• S63 Uniform Securities Agent State Law Examination
  1995-04-03

Other Names

• Joe Matovick