Matthew
Pepe
Pruco Securities, LLC
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About this Advisor
Matthew Pepe is a financial advisor based in Rockville, Maryland who has 3 years of industry experience. Pepe works at Pruco Securities, LLC. Pepe has gained experience at Pruco Securities, LLC, N/A, Capitol Partners, University Of Maryland, Mkm Partners, LLC, Spirit Halloween, Borgata Hotel Casino & Spa, Mainland Regional High School, George'S Ice Cream and Prudential Insurance Company Of America. Pepe holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in District Of Columbia and Maryland. Pruco Securities, LLC is a financial advisory firm that has its headquarters in Newark, NJ. It has offices in 42 locations and a total of 2,500 financial advisors. It has $14 billion in total assets between its 106,737 accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 106,737 client accounts, just 1% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Pruco Securities, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on which services are provided. However, fee types billed by Pruco Securities, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pruco Securities, LLC Brokerage Details
$14,029,321,422
2,500
106,737
$131,438
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Matthew Pepe Work History
Matthew has been registered as a financial advisor for 3 years.*
Prudential Insurance Company Of America
Pruco Securities, LLC
N/A
Capitol Partners
University Of Maryland
Mkm Partners, LLC
University Of Maryland
Spirit Halloween
University Of Maryland
Borgata Hotel Casino & Spa
University Of Maryland
Borgata Hotel Casino & Spa
Mainland Regional High School
George'S Ice Cream
Mainland Regional High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Pepe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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