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RIA / WealthAdvisorCertified Financial Planner26 years in industry

MATTHEW DAVID PIETZAK

Advisor at VERDENCE CAPITAL ADVISORS, LLC

HUNT VALLEY, MD | Naples, FL

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Search this name across graphsid dfx:ria:b85c5613-692c-074d-a8ec-80f4b7cd7b53

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 10, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VERDENCE CAPITAL ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 17, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Dec 17, 1999
First registration: Nov 10, 2003
Dual registered: no
Other names: MATTHEW D. PIETZAK
IAPD individual key: 4041710

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VERDENCE CAPITAL ADVISORS, LLC	Independent wealth	Jul 20, 2023	n/a	yes	HUNT VALLEY, MD\|Naples, FL	Current employment
VANTAGE PRIVATE WEALTH, LLC	Former SEC adviser	Feb 7, 2017	Aug 15, 2023	no	NAPLES, FL	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Jul 10, 2012	Jan 11, 2017	no	NAPLES, FL\|SARASOTA, FL\|NAPLES, FL\|COLUMBUS, OH	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jun 3, 2005	Apr 13, 2012	no	CHARLOTTE, NC\|ATLANTA, GA\|DECATUR, GA\|ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Nov 10, 2003	Apr 7, 2005	no	ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VANTAGE PRIVATE WEALTH, LLC	VERDENCE CAPITAL ADVISORS, LLC	Aug 15, 2023	Jul 20, 2023	-26	Firm change	Other
PNC WEALTH MANAGEMENT	VANTAGE PRIVATE WEALTH, LLC	Jan 11, 2017	Feb 7, 2017	27	Firm change	Other
WELLS FARGO ADVISORS	PNC WEALTH MANAGEMENT	Apr 13, 2012	Jul 10, 2012	88	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	WELLS FARGO ADVISORS	Apr 7, 2005	Jun 3, 2005	57	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
285748:288512:FL:2023-08-15	Aug 15, 2023	Jul 20, 2023	NAPLES, FL	Firm change

Relationships

Registered with (5)

→ VERDENCE CAPITAL ADVISORS, LLCRegistered adviserregistration: current employment
Jul 20, 2023 to presentfactForm ADV
→ VANTAGE PRIVATE WEALTH, LLCRegistered adviserregistration: previous registration
Feb 7, 2017 to Aug 15, 2023factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jul 10, 2012 to Jan 11, 2017factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jun 3, 2005 to Apr 13, 2012factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Nov 10, 2003 to Apr 7, 2005factForm ADV

Dated events

Occurred
Aug 15, 2023
Advisor changed firm
Matthew David Pietzak left Vantage Private Wealth, Llc for Verdence Capital Advisors, Llc (registered 2023-07-20)
Form ADVobserved 5 days ago