Philip
Matalucci
Amplius Wealth Advisors
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About this Advisor
Philip Matalucci is a financial advisor based in Blue Bell, Pennsylvania, working with Amplius Wealth Advisors. Philip has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Rutgers Baseball, Merrill Lynch, Tavistock Country Club, Rutgers University, Lsa Suites & Tickets, Paul Vi High School, and Amplius Wealth Advisors. Philip has passed the Series 66 regulatory exam and is registered to provide services in Louisiana, New Jersey, Pennsylvania, and Texas. Currently, Philip is part of Amplius Wealth Advisors, which operates out of Blue Bell, Pennsylvania. The firm has 12 employees and manages assets totaling $1.3 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Amplius Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Amplius Wealth Advisors Brokerage Details
$1,268,607,505
12
2,554
$496,714
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Philip Matalucci Work History
Amplius Wealth Advisors
Merrill Lynch, Pierce, Fenner & Smith Inc
Merrill Lynch
Rutgers Baseball
Tavistock Country Club
Rutgers Baseball
Rutgers University
Lsa Suites & Tickets
Paul Vi High School
Disclosures
Please visit the SEC profile of Philip Matalucci 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 Amplius Wealth Advisors
Blue Bell, PA
Blue Bell, PA
Blue Bell, PA
Blue Bell, PA
Blue Bell, PA
Blue Bell, PA
Blue Bell, PA
Blue Bell, PA
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