Matthew D'Agostino has been Vice President of Your Private Client Group since October 2024, is a control person of the firm and directly owns between 25% and 50% of it. Matthew D'Agostino holds a Bachelor's degree in Electronic Media Management from California State University, Northridge.
Your Private Client Group, Inc. is a firm with $237M under management, 230 clients and 2 advisers in one office, as of its July 2026 filing.
Matthew D’Agostino is Vice President of Your Private Client Group, where he is a Partner/ Financial Advisor. He has nearly a decade of experience in financial services. His career began at AssetMark, where he worked with advisors and their clients nationwide.
Matthew D'Agostino’s longest registration was 6 years at Assetmark, Inc. (2017–2024). Before joining Your Private Client Group in 2024, Matthew D'Agostino was registered through Assetmark, Inc.
- – present · 2 yearsThousand Oaks, CA · Adviser representative · Firm CRD 292621
- Assetmark, Inc.– · 6 yearsIrvine, CA · Adviser representative · Firm CRD 109018
Investment adviser representative registrations
Matthew D'Agostino is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in July 2024.
- CaliforniaSince 10 July 2024
- TexasResidentSince 10 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 31 August 2017 |
| Series 65 | Uniform Investment Adviser Law Examination | 6 July 2017 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 February 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Matthew Evan D'Agostino
- CRD
- 6745231
- Firm
- Your Private Client Group · CRD 292621
- Role
- Vice President
- Office
- Thousand Oaks, CA
- Registration
- Investment adviser registration
- In the industry since
- February 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- yourpcg.com
Where does Matthew D'Agostino work?
Matthew D'Agostino has been Vice President of Your Private Client Group, Inc. since October 2024, and is a control person of the firm.
Is Matthew D'Agostino a financial advisor?
Yes. Matthew D'Agostino has a current investment-adviser registration in California and Texas, through Your Private Client Group since July 2024.
How many years of experience does Matthew D'Agostino have?
Matthew D'Agostino has 9 years in the financial industry, since February 2017, across 2 adviser firms.
What exams has Matthew D'Agostino passed?
Matthew D'Agostino has passed 3 licensing exams: the Series 6, Series 65 and Series 63. The earliest, the Series 6, was passed in February 2017. FINRA credited Matthew D'Agostino with the SIE, which began in October 2018.
Where did Matthew D'Agostino work before Your Private Client Group?
Before Your Private Client Group, Matthew D'Agostino was registered through Assetmark, Inc., July 2017 to June 2024.
Where is Matthew D'Agostino based?
Matthew D'Agostino’s registered office is in Thousand Oaks, CA.
Is Matthew D'Agostino registered with FINRA?
No. Matthew D'Agostino has no current broker registration.
How can I verify Matthew D'Agostino’s record?
Search CRD 6745231 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew D'Agostino’s full registration record.
