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Managing Member and CEO · Eggz

Matthew R. Palmeri

CRD 8179760 · Named on Form ADV at one SEC-registered adviser

At a glance

Eggz, an SEC-registered asset manager based in Charlemont, MA with $0 in regulatory assets, lists Matthew R. Palmeri on its Form ADV as Managing Member and CEO, a control person.

Firms and roles

  • EggzManaging Member and CEOAsset manager · Charlemont, MA · $0M 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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

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.