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Philip Matalucci

from Amplius Wealth Advisors

Philip Matalucci is a financial advisor based in Pennsylvania, Blue Bell, with 15 years of experience. Philip currently works for Amplius Wealth Advisors. Philip maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.

This advisor is a SEC regulated
  • Fiduciary duty to act in the best interests of your finances
  • Regulated by The Securities and Exchange Commission (SEC)
  • Transparent about fees and never take commission when recommending a financial product
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Philip Matalucci works at Amplius Wealth Advisors

Amplius Wealth Advisors is a financial advisory firm based in Blue Bell, Pennsylvania. It currently has approximately $1,005,247,892 of assets under management and employs about 11 people. Amplius Wealth Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Certifications and registrations

Uniform Combined State Law Examination (S66)

Years registered

2 years

Fee structure

A percentage of assets under your management, hourly charges and fixed fees

Office location

1787 Sentry Parkway West, Veva 16, Suite 100, Blue Bell, Pennsylvania, 19422

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