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Dominick Richard Matteo

Wealthspire Advisors

New York, NY

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-07-08
  • NY RA
    APPROVED
    Since 2025-07-08

Branch Locations

521 Fifth Avenue 15Th Floor, New York, NY 10175 • 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
Novi Wealth Partners Princeton NJ 06/2019 05/2021
Private Wealth Management Group, Llc Princeton NJ 05/2018 05/2021
Bleakley Financial Group, Llc Fairfield NJ 05/2017 09/2017
Virginia Tech Blacksburg VA 09/2015 05/2019
Wealthspire Advisors New York NY 06/2021 Present
  • 06/2019 → 05/2021
    Novi Wealth Partners
    Princeton, NJ
  • 05/2018 → 05/2021
    Private Wealth Management Group, Llc
    Princeton, NJ
  • 05/2017 → 09/2017
    Bleakley Financial Group, Llc
    Fairfield, NJ
  • 09/2015 → 05/2019
    Virginia Tech
    Blacksburg, VA
  • 06/2021 → Present
    Wealthspire Advisors
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-12
  • S65 Uniform Investment Adviser Law Examination
    2020-08-12
Designations

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

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