Matthew David Moretuzzo

Employer firm

Plante Moran Financial Advisors CRD 112158

$25.1B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 08/2023 → Present
  Plante Moran Financial Advisors
  Auburn Hills, MI
• 05/2022 → 08/2022
  Plante Moran Financial Advisors
  Auburn Hills, MI
• 06/2021 → 08/2021
  Plante Moran Financial Advisors
  Auburn Hills, MI
• 06/2020 → 08/2020
  Saginaw Township Water Dept.
  Saginaw, MI
• 06/2019 → 09/2019
  Saginaw Township Water Dept.
  Saginaw, MI
• 06/2018 → 09/2018
  Saginaw Township Water Dept.
  Saginaw, MI
• 06/2017 → 09/2017
  Saginaw Township Water Dept.
  Saginaw, MI
• 06/2016 → 09/2016
  Saginaw Township Water Dept.
  Saginaw, MI
• 09/2019 → 05/2023
  Oakland University
  Rochester, MI
• 09/2015 → 06/2019
  Heritage High School
  Saginaw, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-21

Designations

• Certified Financial Planner