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Stephen Joseph Santangelo

Matriarch Wealth Management, LLC

Miami, FL

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Current Employers
Matriarch Wealth Management, Llc

Miami, FL • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-21
FL RA APPROVED 2023-07-11
  • TX RA
    APPROVED
    Since 2025-07-21
  • FL RA
    APPROVED
    Since 2023-07-11

Branch Locations

Miami, FL • 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
Jpmorgan Chase Bank Na New York NY 10/2017 06/2023
Jpmorgan Securities Llc New York NY 10/2017 06/2023
J.P. Morgan New York NY 09/2013 09/2017
Ubs Financial Services Inc New York NY 01/2019 06/2023
Matriarch Wealth Management, Llc Miami FL 06/2023 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-11-21
  • S63 Uniform Securities Agent State Law Examination
    2017-11-21
Designations

View on SEC IAPD

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