Matthew Disalvo is a registered investment advisor, based in Birmingham, AL, with 17 years of industry experience.
Location
2020 Cahaba Road, Birmingham, AL, 35223
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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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Matthew is an associate/employee at Pinnacle Asset Management and Pinnacle Financial Partners/Pinnacle Bank. He spends minimal time at each, talking with clients about banking and investment needs and referring them to a Raymond James Advisor.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Advisors, LLCBroker
State Registrations1 state
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.