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Matthew David Pietzak

VANTAGE PRIVATE WEALTH, LLC·NAPLES, Florida
Series 7, Series 65, Series 63CFPClean recordVANTAGE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew David Pietzak is a registered financial advisor based in NAPLES, Florida, affiliated with VANTAGE PRIVATE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
VANTAGE PRIVATE WEALTH, LLC
VANTAGE PRIVATE WEALTH, LLC
AUM
$18M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at VANTAGE PRIVATE WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4041710
Firm CRD# 285748
View on FINRA BrokerCheck →

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05

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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