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Detailed Report
MATTHEW ROBERT D'ADDARIO
MATTHEW ROBERT DADDARIO
CRD#: 5563713
IA
Investment Adviser
B
Broker
WELLS FARGO ADVISORSCRD#: 19616 68 S SERVICE RD STE 200
MELVILLE, NY 11747
Registration History
201220142016201820202022202420262 FIRMS2017 - Present (7 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2015 - 2016 (<1 year)BUBS FINANCIAL SERVICES INC. (CRD# 8174)2012 - 2015 (3 years)BROCKWELL GLOBAL CAPITAL LLC (CRD# 142485)2012 - 2012 (<1 year)
License(s)

State Registrations

B
Arizona 7/22/2019
IA
New Jersey 8/4/2017
B
California 6/1/2017
B
New Mexico 8/20/2018
B
Colorado 6/1/2017
B
New York 6/1/2017
B
Connecticut 11/20/2017
IA
New York 7/18/2021
B
Delaware 11/18/2021
B
North Carolina 8/21/2018
B
District of Columbia 1/10/2025
B
North Dakota 1/10/2025
B
Florida 6/1/2017
B
Ohio 6/1/2017
B
Georgia 8/20/2018
B
Oklahoma 3/1/2022
B
Illinois 6/1/2017
B
Oregon 6/1/2017
B
Kentucky 1/10/2025
B
Pennsylvania 6/1/2017
B
Maine 10/31/2023
B
Rhode Island 10/29/2024
B
Maryland 6/1/2017
B
South Carolina 6/1/2017
B
Massachusetts 6/1/2017
B
South Dakota 1/10/2025
B
Michigan 1/13/2021
B
Texas 6/1/2017
B
Minnesota 8/20/2018
IA
Texas 8/1/2017
B
Mississippi 1/10/2025
B
Utah 6/1/2017
B
Montana 11/18/2021
B
Virginia 11/18/2021
B
Nevada 11/18/2021
B
Washington 1/10/2025
B
New Hampshire 1/10/2025
B
Wisconsin 1/3/2023
B
New Jersey 6/1/2017
B
Wyoming 1/10/2025

SRO Registrations

B
 Cboe Exchange, Inc.
B
 FINRA
B
 NYSE American LLC
B
 Nasdaq PHLX LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
WELLS FARGO ADVISORS (CRD#:19616)
68 S SERVICE RD STE 200, MELVILLE, NY 11747
Registered with this firm since 8/1/2017
B
WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616)
68 S SERVICE RD STE 200, MELVILLE, NY 11747
Registered with this firm since 6/1/2017
Previous Registration(s)
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B
 11/24/2015 - 04/01/2016 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) ROSLYN, NY
B
 10/26/2012 - 11/24/2015 UBS FINANCIAL SERVICES INC. (CRD#:8174) MELVILLE, NY
B
 01/26/2012 - 05/30/2012 ROCKWELL GLOBAL CAPITAL LLC (CRD#:142485) MELVILLE, NY
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.