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Matthew Robert Petricone

Yhb Investment Advisors Inc

West Hartford, CT

CRD 4863630

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Employer firm

Yhb Investment Advisors Inc CRD 105434

$2.28B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • PARTICIPANT ACCOUNT MANAGEMENT

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

Current Employers
Yhb Investment Advisors Inc

29 South Main Street Suite 306, West Hartford, CT 06107-2417 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-01-22
  • CT RA
    APPROVED
    Since 2026-01-22

Branch Locations

29 South Main Street Suite 306, West Hartford, CT 06107-2417 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Securities Llc New York NY 06/2015 05/2019
Balyasny Asset Mgmt Greenwich CT 05/2019 09/2020
Shelter Haven Capital Summit NJ 09/2020 10/2021
Point 72 Stamford CT 10/2021 08/2025
Yhb Investment Advisors Inc West Hartford CT 09/2025 Present
Yhb Investment Advisors Inc West Hartford CT 09/2025 Present
  • 06/2015 → 05/2019
    Ubs Securities Llc
    New York, NY
  • 05/2019 → 09/2020
    Balyasny Asset Mgmt
    Greenwich, CT
  • 09/2020 → 10/2021
    Shelter Haven Capital
    Summit, NJ
  • 10/2021 → 08/2025
    Point 72
    Stamford, CT
  • 09/2025 → Present
    Yhb Investment Advisors Inc
    West Hartford, CT
  • 09/2025 → Present
    Yhb Investment Advisors Inc
    West Hartford, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-22
S63 Uniform Securities Agent State Law Examination 2005-01-07
  • S65 Uniform Investment Adviser Law Examination
    2026-01-22
  • S63 Uniform Securities Agent State Law Examination
    2005-01-07

View on SEC IAPD

Nearby Firms

MCCARY ANHEUSER WEALTH MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
JANNEY MONTGOMERY SCOTT LLC

Nearby Investors

David Walter McCary
EDWARD ALLEN STEIGER
JENNIFER E LANGE

Nearby Offices

MCCARY ANHEUSER WEALTH MANAGEMENT, LLC · WEST HARTFORD, CT
COMMONWEALTH FINANCIAL NETWORK · West Hartford, CT
JANNEY MONTGOMERY SCOTT LLC · West Hartford, CT

More in West Hartford, CT

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