Unclaimed Profile

Matthew David Pietzak

VANTAGE PRIVATE WEALTH, LLC·NAPLES, Florida

SIE, Series 7, Series 63, Series 65CFPClean record22 years registeredVANTAGE PRIVATE WEALTH, LLC

4851 TAMIAMI TRAIL NORTH, NAPLES, FL 34103CRD# 4041710Firm CRD# 285748

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew David Pietzak · NAPLES, FL

Registration

CRD #4041710 · VANTAGE PRIVATE WEALTH, LLC · 22 years registered

Brand Profile

Not yet started

Career History

VERDENCE CAPITAL ADVISORS, LLC

Jul 2023 – present

VANTAGE PRIVATE WEALTH, LLC

Feb 2017 – Aug 2023

NAPLES, FL

PNC INVESTMENTS

Jul 2012 – Jan 2017

NAPLES, FL

WELLS FARGO ADVISORS, LLC

Jun 2005 – Apr 2012

ATLANTA, GA

BANC OF AMERICA INVESTMENT SERVICES, INC.

Nov 2003 – Apr 2005

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · November 10, 2003

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VANTAGE PRIVATE WEALTH, LLC

CRD 285748 · SEC 801-108841

AUM

$18M

Regulatory assets under management

Employees

27 client accounts

Services offered by VANTAGE PRIVATE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VANTAGE PRIVATE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew David Pietzak offer?

Matthew David Pietzak specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NAPLES, Florida for a consultation.

What are Matthew David Pietzak's credentials?

Matthew David Pietzak holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew David Pietzak located?

Matthew David Pietzak is based in NAPLES, Florida, working with VANTAGE PRIVATE WEALTH, LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.

How does Matthew David Pietzak charge for services?

Matthew David Pietzak's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VANTAGE PRIVATE WEALTH, LLC?

VANTAGE PRIVATE WEALTH, LLC has approximately 1 employees and manages $18M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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