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David Joseph Matarese

CORRIGAN FINANCIAL INC·MIDDLETOWN, Rhode Island
SIE, Series 7, Series 7TO, Series 24, Series 27, Series 63, Series 66CFPPFSClean record16 years registeredCORRIGAN FINANCIAL INC
747 AQUIDNECK AVE STE 1, MIDDLETOWN, RI 02842CRD# 4495468Firm CRD# 109115

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Joseph Matarese · MIDDLETOWN, RI
Registration
CRD #4495468 · CORRIGAN FINANCIAL INC · 16 years registered
Brand Profile
Not yet started
01

Career History

JANNEY MONTGOMERY SCOTT LLC
Oct 2022 – present
CORRIGAN FINANCIAL INC
Dec 2009 – Dec 2022
MIDDLETOWN, RI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 24
Series 27
Series 63
Series 66
Registration record
First registered · December 2, 2009
Years registered · 16
Professional designations · CFP, PFS
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CORRIGAN FINANCIAL INC
CRD 109115 · SEC 801-54883
AUM
$1.0B
Regulatory assets under management
Employees
19
1,077 client accounts
Services offered by CORRIGAN FINANCIAL INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CORRIGAN FINANCIAL INC →
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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 holds the following professional designations: CFP, PFS. These credentials require rigorous education, examination, and ongoing continuing education.
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 at CORRIGAN FINANCIAL INC

Ralph T Salvatore
MIDDLETOWN, RI
Andrew John Parsons
MIDDLETOWN, RI
Christine Winslow
MIDDLETOWN, RI
James Jerome Fasy
MIDDLETOWN, RI
Arlene Mary Rosbottom
MIDDLETOWN, RI
Daniel Gerard Corrigan
MIDDLETOWN, RI

More Advisors in MIDDLETOWN, Rhode Island

Andre Khalfayan
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