Matthew
Petrizzo

Guggenheim Investments

CRD#4853470
Investment Advisor
in Chicago, IL

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About this Advisor

Matthew Petrizzo is a financial advisor based in Chicago, Illinois, working with Guggenheim Investments. Matthew has previously held positions at Advisors Asset Management and Guggenheim Funds Distributors, LLC. Matthew has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois. Currently, Matthew is part of Guggenheim Investments, which operates out of Chicago, Illinois. The firm has 6 offices and 40 employees. The firm manages assets totaling $11.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Guggenheim Investments includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

227 West Monroe 6Th Floor
Chicago, IL 60606

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Guggenheim Investments Brokerage Details

Total Assets Under Management

$11,255,391,581

IL Average: $7,464,549,021
Total Number of Employees

40

IL Average: 88
Total Number of Accounts

138

IL Average: 3,892
Average Account Size

$81,560,809

IL Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Matthew Petrizzo Work History

2014 - Present (10 years)

Guggenheim Funds Distributors, LLC

2010 - 2014 (4 years)

Advisors Asset Management

Disclosures

Please visit the SEC profile of Matthew Petrizzo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Guggenheim Investments

Adam Sall
New York, NY
Kurt Petricek
Pheonix, AZ
Michael Hoare
New York, NY
Ryan Shedd
New York, NY
Lauren Anderson
New York, NY
Alexander Recker
New York, NY
Kevin Burke
Chicago, IL
Claire Hemmelgarn
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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