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Matthew David Moretuzzo

Plante Moran Financial Advisors

Auburn Hills, MI

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Current Employers
Plante Moran Financial Advisors

3000 Town Center Suite 100, Southfield, MI 48075 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-12-21
  • MI RA
    APPROVED
    Since 2023-12-21

Branch Locations

2601 Cambridge Ct., Auburn Hills, MI 48326 • 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
Plante Moran Financial Advisors Auburn Hills MI 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
Saginaw Township Water Dept. Saginaw 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
Oakland University Rochester MI 09/2019 05/2023
Heritage High School Saginaw MI 09/2015 06/2019
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-21
  • S65 Uniform Investment Adviser Law Examination
    2023-12-21
Designations

View on SEC IAPD

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