Antonio Jacob Dimatteo

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 06/2014 → 01/2022
  Wells Fargo Bank Na
  Cameron Park, CA
• 04/2018 → 01/2022
  Wells Fargo Clearing Services Llc
  Cameron Park, CA
• 02/2022 → 10/2023
  Securities America, Inc
  Cameron Park, CA
• 02/2022 → 10/2023
  Securities America Advisors
  Cameron Park, CA
• 10/2023 → Present
  Lpl Financial
  Cameron Park, CA

Previous Registrations

• 2022-02-24 → 2023-10-27
  Securities America Advisors, Inc.
  Cameron Park, CA
• 2021-05-07 → 2022-02-04
  Wells Fargo Clearing Services, Llc
  Cameron Park, CA
  Sacramento, CA

Other Businesses

1)10/23/2023 - Astute Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 10/2023 - 160 Hr/Mth

Exams

• S66 Uniform Combined State Law Examination
  2021-05-07
• S63 Uniform Securities Agent State Law Examination
  2019-03-05

Other Names

• Tony Jacob Dimatteo
• Antonio Jacob Dimatteo