Dominick Richard Matteo

Employer firm

Wealthspire Advisors CRD 106181

$34.3B regulatory AUM 400 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 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

• 2021-06-14 → 2025-03-21
  Wealthspire Advisors
  New York, NY
• 2020-09-03 → 2021-06-17
  Novi Wealth Partners
  Princeton, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-12

Designations

• Certified Financial Planner