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1336 Forest Avenue, Staten Island, NY 10302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-28 |
| NY | RA | APPROVED | 2021-10-06 |
| NJ | RA | APPROVED | 2015-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthnest Capital, Inc. | Staten Island | NY | 11/2015 | Present |
Matthew Alimena is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. WealthNest Capital, Inc. always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of WealthNest Capital, Inc. in their capacity as a licensed insurance agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-10 |
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