Matthew Battipaglia
Matthew Battipaglia is a registered investment advisor at Washington Crossing Advisors LLC, based in Morristown, NJ, with 9 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,476 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCA's fees are a portion of what clients pay to the wrap sponsor, dual contract platform, or model firm. WCA negotiates its fees with these entities, not directly with the investing client. The fees WCA receives may vary. Fees for the WCA unit investment trust are in the fund's prospectus.
Location
305 Madison Avenue, Suite 200, Morristown, NJ, 07960
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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 a general partner in Mac's Tavern, a bar/restaurant, since 2010. He devotes no time to this business and has no daily duties.
Employment History
Current Registrations
Washington Crossing Advisors LLC
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
State Registrations1 state
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