Matthew Thomas Verdico

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2024 → 07/2025
  Raymond James & Associates
  Waukesha, WI
• 07/2025 → Present
  Raymond James & Associates
  Waukesha, WI
• 11/2020 → 01/2024
  Tropical Smoothie Cafe
  Rolling Meadows, IL
• 05/2019 → 11/2020
  Jewel-Osco
  Arlington Heights, IL
• 08/2021 → 05/2025
  Marquette University
  Milwaukee, WI
• 07/2015 → 05/2019
  Unemployed
  Arlington Heights, IL

Exams

• S66 Uniform Combined State Law Examination
  2025-10-18

Other Names

• Matthew T Verdico