Louis Mattaliano
Louis Mattaliano is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Houston, TX, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
13910 Champion Forest Drive, Suite 101, Houston, TX, 77069
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Louis is a limited partner in Mattaliano Family LP since 2008, dedicating minimal time. He is also a member of Memorial Equities, LLC, the General Partner of Mattaliano Family LP, and an owner of Memorial Wealth Partners, LLC, both requiring minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
NationssecuritiesBroker
Nationsbanc Securities, INC.Broker
Nationsbanc Capital Markets, INC.Broker
Ncnb Securities, INC.Broker
Ncnb Texas Securities, INC.Broker
Dean Witter Reynolds INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations12 states
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