Matthew Jude Petromilli
Investment Adviser Representative at Assetmark, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew Jude Petromilli is an investment adviser representative with Assetmark, Inc. in Chicago, IL, where they have been registered since 2026, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Illinois.
Office
Advisors at this office: 14
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Illinois
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Assetmark Financial Holdings, IncMar 2026 – no end date reportedChicago, IL
- OneDigitalAug 2025 – Mar 2026Chicago, IL
- Jersey MikesAug 2022 – Jul 2025Chicago, IL
- Iowa Chop HouseAug 2021 – Jun 2022Iowa City, IA
- Phillips Air CompressorApr 2019 – Aug 2019Chicago, IL
- The Hampton SocialJan 2019 – Apr 2019Burr Ridge, IL
- Casey'sJul 2017 – Jan 2018Western Springs, IL
- Scannell & AsosciatesAug 2016 – Jul 2017Chicago, IL
- AssetMark, Inc.Mar 2026 – no end date reportedChicago, IL
- StudentJan 2018 – Jan 2019Chicago, IL
- StudentAug 2019 – Aug 2021Chicago, IL
- AssetMark Brokerage, LLCAug 2026 – no end date reportedChicago, IL
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Assetmark, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Marketing Advantage subscription service providing marketing tools and services for financial advisors, offered in partnership with FMG Suite
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 221
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Concord, CA
- SEC file number:
- 801-56323
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 14, 2026
View full firm profileOther advisors at Assetmark, Inc.
Showing 12 of 221 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Jude Petromilli has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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