JM
JM

Joseph Matovick

30 Years of Experience
Brooklyn, NY
Broker

Joseph Matovick is a registered investment advisor, based in Brooklyn, NY, with 30 years of industry experience.

Location

206 7th Ave, Brooklyn, NY, 11215

Get directions

History

Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Other Business Activities

Joseph owns 100% of Park Slope Wealth Management, LLC, an investment-related business, since 2009. He spends minimal time on this activity.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
February 2026 - Present · 3 mos
Raymond James Financial Services Advisors, INC
February 2026 - Present · 3 mos
Previous Registrations
Wells Fargo Advisors
February 2010 - February 2026 · 16 yrs
Wells Fargo Advisors Financial Network, LLCBroker
February 2010 - February 2026 · 16 yrs
Citigroup Global Markets INC.
May 2007 - March 2010 · 2 yrs 10 mos
Citigroup Global Markets INC.Broker
May 2007 - March 2010 · 2 yrs 10 mos
Citicorp Investment Services
October 2004 - May 2007 · 2 yrs 7 mos
Citicorp Investment ServicesBroker
July 2000 - May 2007 · 6 yrs 10 mos
Fidelity Brokerage Services LLCBroker
February 2000 - August 2000 · 6 mos
Citicorp Investment ServicesBroker
October 1998 - January 2000 · 1 yr 3 mos
Emerson Bennett & AssociatesBroker
May 1998 - June 1998 · 1 mo
Brauer & Associates, INC.Broker
May 1997 - February 1998 · 9 mos
Shamus Group, INC.Broker
February 1997 - June 1997 · 4 mos
Joseph Stevens & Company, INC.Broker
March 1996 - February 1997 · 11 mos
D. H. Blair & CO., INC.Broker
March 1995 - March 1996 · 1 yr
State Registrations13 states
CACTDCDEFLHIMAMDNJNYPATXUT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.