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David Joseph Matarese

CORRIGAN FINANCIAL INC·MIDDLETOWN, Rhode Island
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747 AQUIDNECK AVE STE 1, MIDDLETOWN, RI 02842CRD# 4495468Firm CRD# 109115
01

About

David Joseph Matarese is a registered financial advisor based in MIDDLETOWN, Rhode Island, affiliated with CORRIGAN FINANCIAL INC. 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
03

Firm Overview

Firm
CORRIGAN FINANCIAL INC
CORRIGAN FINANCIAL INC
AUM
$1.0B
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at CORRIGAN FINANCIAL INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4495468
Firm CRD# 109115
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Joseph Matarese offer?
David Joseph Matarese specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MIDDLETOWN, Rhode Island for a consultation.
What are David Joseph Matarese's credentials?
David Joseph Matarese is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Joseph Matarese located?
David Joseph Matarese is based in MIDDLETOWN, Rhode Island, working with CORRIGAN FINANCIAL INC. Their office serves clients in the MIDDLETOWN metropolitan area and surrounding communities.
How does David Joseph Matarese charge for services?
David Joseph Matarese's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORRIGAN FINANCIAL INC?
CORRIGAN FINANCIAL INC has approximately 19 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MIDDLETOWN
Daniel Gerard Corrigan — CORRIGAN FINANCIAL INCAndre Khalfayan — CORRIGAN FINANCIAL INCChristine Winslow — CORRIGAN FINANCIAL INCArlene Mary Rosbottom — CORRIGAN FINANCIAL INCAndrew John Parsons — CORRIGAN FINANCIAL INC
Nearby cities in Rhode Island
PROVIDENCE (133)SMITHFIELD (23)WESTERLY (17)NEWPORT (12)WARWICK (11)
City Guides
PROVIDENCE GuideSMITHFIELD GuideWESTERLY GuideNEWPORT GuideWARWICK Guide
Research
Advisor Fees in Rhode IslandNational Fee Analysis
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