Matthew Diteresa
Matthew Diteresa is a registered investment advisor at Park Avenue Securities LLC, based in Austin, TX, with 21 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
9442 Capital of Tx Hwy N, Suite 680, Austin, TX, 78759
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Regulatory History (1)
Customer Dispute
August 2013Other Business ActivitiesSells Insurance
Matthew has contracts with outside insurance carriers and operates his financial planning, insurance, and investment business through Forum Financial Group DBA, dedicating nearly full-time hours to it. He also holds various positions including treasurer for St. Dominic Savio Catholic High School, executor of an estate, and is involved in several holding and management companies, as well as serving on the board of directors for St. Louis King of France.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations10 states
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.