Joseph
Matza

Commonwealth Financial Network

CRD#2871649
Investment Advisor
in Raleigh, NC

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About this Advisor

Joseph Matza is a financial advisor based in Raleigh, North Carolina, working with Commonwealth Financial Network. Joseph has previously held positions at Commonwealth Financial Network and Murphy Matza Wealth Management. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Joseph is part of Commonwealth Financial Network, which operates out of Raleigh, North Carolina. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

5540 Centerview Drive Suite 310
Raleigh, NC 27606

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

NC Average: $16,012,751,954
Total Number of Employees

4,500

NC Average: 118
Total Number of Accounts

623,075

NC Average: 4,567
Average Account Size

$284,126

NC Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Joseph Matza Work History

2013 - Present (11 years)

Murphy Matza Wealth Management

2009 - Present (15 years)

Commonwealth Financial Network

Disclosures

Please visit the SEC profile of Joseph Matza 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 Commonwealth Financial Network

Melanie Migneault
Keene, NH
John Macdougall
Northfield, MA
Kirk Tassell
Winter Park, FL
Jill Israel
Westerville, OH
James Everlof
Crum Lynne, PA
Eileen Vitarelle
Rexford, NY
Graham Vanhorn
Sioux Falls, SD
Erin Sweitzer
Phoenix, AZ

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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