Matthew Petrozelli is a registered investment advisor, based in Bethlehem, PA, with 21 years of industry experience.
Location
1655 Valley Center Parkway, Suite 100, Bethlehem, PA, 18017
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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.
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Matthew is a 50% owner of EMMAX Real Estate LLC, a real estate holding company involved in managing investment properties. He spends minimal time on this activity during non-business hours.
Employment History
Current Registrations
Valley National Investments, INC.Broker
February 2011 - Present · 15 yrs 2 mos
Valley National Advisers INC
February 2011 - Present · 15 yrs 2 mos
Previous Registrations
Hsbc Securities (USA) INC.Broker
July 2009 - January 2011 · 1 yr 6 mos
Hsbc Securities (USA) INC.
July 2009 - January 2011 · 1 yr 6 mos
Strategic Advisers, INC.
February 2006 - February 2009 · 3 yrs
Fidelity Brokerage Services LLCBroker
October 2005 - February 2009 · 3 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
November 2003 - September 2005 · 1 yr 10 mos
State Registrations5 states
NCNJNYPATX
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.