Joseph Matusz has been an investment adviser representative at Exodus Wealth since January 2020, and is not listed among the firm’s executive officers or direct owners. Joseph Matusz holds an Executive Certificate of Financial Planning from Duquesne University. Joseph Matusz studied at Indiana University of Pennsylvania.
Exodus Wealth, LLC is a Fort Lauderdale, FL firm with $484M under management, 2,249 clients and 51 advisers across 50 offices, as of its July 2026 filing.
Joe Matusz is owner of Golden Triangle Financial Services. He has been helping clients with their financial and retirement goals since 1987 and is an investment advisory representative, with investment advisory services offered through Prosperity Wealth Management.
- Exodus Wealth, LLCCurrent– present · 6 yearsNorth Versailles, PA · Adviser representative · Firm CRD 174328
- – · 2 yearsNorth Versailles, PA · Adviser representative · Firm CRD 174328
Investment adviser representative registrations
Joseph Matusz is registered as an investment adviser representative in Pennsylvania, since January 2020.
- PennsylvaniaSince 3 January 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 30 September 1999 |
| Series 7 | General Securities Representative Examination | 14 January 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 February 1990 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 October 1989 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Joseph John Matusz
- CRD
- 1970459
- Firm
- Exodus Wealth · CRD 174328
- Office
- 616 Lincoln Highway, North Versailles, PA 15137
- Registration
- Investment adviser registration
- In the industry since
- October 1989
- Disciplinary history
- Not yet shown here · SEC record
Where does Joseph Matusz work?
Joseph Matusz is an investment adviser representative registered through Exodus Wealth, LLC since January 2020, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Matusz a financial advisor?
Yes. Joseph Matusz has a current investment-adviser registration in Pennsylvania, through Exodus Wealth since January 2020.
How many years of experience does Joseph Matusz have?
Joseph Matusz has 36 years in the financial industry, since October 1989, across 1 adviser firm.
What exams has Joseph Matusz passed?
Joseph Matusz has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in October 1989. FINRA credited Joseph Matusz with the SIE, which began in October 2018.
Where did Joseph Matusz work before Exodus Wealth?
Before Exodus Wealth, Joseph Matusz was registered through Prosperity Wealth Management, Inc., November 2017 to December 2019.
Where is Joseph Matusz based?
Joseph Matusz’s registered office is in North Versailles, PA.
Is Joseph Matusz registered with FINRA?
No. Joseph Matusz has no current broker registration.
How can I verify Joseph Matusz’s record?
Search CRD 1970459 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Matusz’s full registration record.