PM
Philip Matalucci
from Amplius Wealth Advisors
Philip Matalucci is a financial advisor based in Pennsylvania, Blue Bell,
with 13 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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