Matthew Pitzulo has been an investment adviser representative at Greenline Wealth Management since March 2023, and is not listed among the firm’s executive officers or direct owners.
Greenline Wealth Management LLC is a Boca Raton, FL firm with $117M under management, 247 clients and 7 advisers across 3 offices, as of its July 2026 filing.
- Greenline Wealth ManagementCurrent– present · 3 yearsVernon Hills, IL · Adviser representative · Firm CRD 298397
Investment adviser representative registrations
Matthew Pitzulo is registered as an investment adviser representative in Illinois, since March 2023.
- IllinoisSince 22 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 March 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Matthew John Pitzulo
- CRD
- 7712428
- Firm
- Greenline Wealth Management · CRD 298397
- Office
- Vernon Hills, IL
- Registration
- Investment adviser registration
- In the industry since
- March 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Pitzulo work?
Matthew Pitzulo is an investment adviser representative registered through Greenline Wealth Management LLC since March 2023, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Pitzulo a financial advisor?
Yes. Matthew Pitzulo has a current investment-adviser registration in Illinois, through Greenline Wealth Management since March 2023.
How many years of experience does Matthew Pitzulo have?
Matthew Pitzulo has 3 years in the financial industry, since March 2023, across 1 adviser firm.
What exams has Matthew Pitzulo passed?
Matthew Pitzulo passed the Series 65 in March 2023.
Where is Matthew Pitzulo based?
Matthew Pitzulo’s registered office is in Vernon Hills, IL.
Is Matthew Pitzulo registered with FINRA?
No. Matthew Pitzulo has no current broker registration.
How can I verify Matthew Pitzulo’s record?
Search CRD 7712428 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Pitzulo’s full registration record.