Matthew Petrizzo is a registered investment advisor at Guggenheim Investments, based in Coloma, MI, with 21 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 113 clients with $7.4B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
39 advisors
IM Fee
Planning only
Assets Under Management
$7.4B
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Location
Coloma, MI
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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 →Employment History
Current Registrations
Guggenheim Investments
January 2025 - Present · 1 yr 4 mos
Guggenheim Funds Distributors, LLC
January 2025 - Present · 1 yr 4 mos
Guggenheim Funds Distributors, LLCBroker
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Foreside Fund Services, LLCBroker
October 2024 - January 2025 · 3 mos
Guggenheim Investments
October 2014 - September 2024 · 9 yrs 11 mos
Guggenheim Funds Distributors, LLCBroker
October 2014 - September 2024 · 9 yrs 11 mos
Advisors Asset Management, INC.Broker
April 2010 - October 2014 · 4 yrs 6 mos
Advisors Asset Management, INC.
April 2010 - October 2014 · 4 yrs 6 mos
RBC Capital Markets Corporation
May 2008 - April 2010 · 1 yr 11 mos
RBC Capital Markets CorporationBroker
May 2008 - April 2010 · 1 yr 11 mos
Van Kampen Advisors INC
July 2006 - May 2008 · 1 yr 10 mos
Van Kampen Funds INC.Broker
July 2006 - May 2008 · 1 yr 10 mos
Claymore Advisors, LLC
May 2005 - July 2006 · 1 yr 2 mos
Claymore Securities, INC.Broker
December 2004 - July 2006 · 1 yr 7 mos
State Registrations4 states
ILINMIWI
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.