Vice President · Your Private Client Group, Inc.
Matthew E. D'agostino
CRD 6745231 · Named on Form ADV at one SEC-registered adviser
At a glance
Your Private Client Group, Inc., an SEC-registered wealth manager with $237 million in regulatory assets, lists Matthew E. D'agostino on its Form ADV as Vice President, a control person.
Firms and roles
- Your Private Client Group, Inc.Vice PresidentWealth manager · United States · $237M in regulatory assets
AtlasMembers
Matthew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Todd P. DagostinoChief Compliance Officer & Chief Financial Officer, Your Private Client Group, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.