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Matthew Richard Digennaro

Advisor at World Investment Advisors, LLC — St Petersburg, FL

Updated today

Credentials

Series 63, Series 65

Experience

15 years

Location

St. Petersburg, FL 33701

World Investment Advisors, LLC logo

World Investment Advisors, LLC

Investment Manager

Total advisors

355

Across 199 offices

Clients per advisor

53

Avg AUM per client

$561,747

HNW client ratio

12%

About

Matthew Digennaro is a financial advisor at World Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Seabridge Wealth Management, LLC since 2011. In addition to his advisory role, he is involved with REW Consulting, a firm providing software and cloud consulting services related to IT infrastructure and business technology transformations. World Investment Advisors, LLC is an SEC-registered investment adviser serving individuals, institutional, and retirement-plan clients with portfolio management and advisory services. The firm uses a combination of model-based and customized strategies supported by various trading and monitoring platforms, managing both discretionary and non-discretionary assets.

Client services

Based on World Investment Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on World Investment Advisors, LLC

Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

Financial planning fixed fees generally range from $1,000 to $5,000.

Percentage

up to 3.00% annually, may be negotiated/waived; may be flat or tiered per client agreement

Project-based

Financial planning hourly rates generally range from $100 to $275 per hour.

Other

Minimum fee: Minimum annual consulting fee may apply, details in client agreement. Fee-only: Financial planning fees range from $1,000 to $5,000 fixed or $100 to $275 per hour, may be negotiated or waived.

Location

See office

St Petersburg, FL

Mailing Address, 740 4th Street North, # 515

St Petersburg FL 33701

Advisors at this office

1

Most active in

Florida

Work history

15 years of industry experience

World Investment Advisors, LLC

2022 - Present • 4 years

Santa Barbara, CA

Seabridge Wealth Management, Llc

2011 - Present • 15 years

St. Petersburg, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Austin H

CFP®, Series 66, CIMA®

Tampa, FL

Hunt Wealth

Austin Hunt is a CFP® professional who has been working in financial services since 2018. He is the sole advisor at Hunt Wealth, which he founded in 2025, following prior roles at Raymond James and Steward Partners. Hunt also serves as an account executive for Holistiplan, a tax planning software company. Hunt Wealth provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a combination of passive and active strategies based on Modern Portfolio Theory and offers discretionary and non-discretionary portfolio management, with a focus on asset allocation and manager selection through a model marketplace and outside managers.

Retirement income strategy Cash flow / budgeting Roth conversion strategy General tax planning Tax-loss harvesting Sales Professional Technology Professional Retired Consultant HENRY (High Earners, Not Rich Yet) Gen Y/Millennials (Born 1980-1995) Gen X (Born 1965-1980)

Jack C

CFP®, Series 63, Series 66

Clearwater, FL

Csenge Advisory Group, LLC

Jack works as a Wealth Advisor with Csenge Advisory Group, helping families and business owners create and implement financial strategies. From retirement planning for individuals to designing benefits strategies for small businesses, Jack’s goal is to help his clients plan their financial future. He also helps our clients with their investment, social security, insurance, and estate planning needs.

Retirement income strategy Wealth management Early retirement planning Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Self-Employed Approaching retirement HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals Retired

Jeff S

CFP®, Series 63, Series 66

Tampa, FL

Water Street Wealth Management

Jeffrey Schlotterbeck Jr. is a CFP® professional with 22 years of industry experience, currently serving at Farther since 2026. His prior experience includes roles at Water Street Wealth Management, LLC and TD Ameritrade, Inc. He is also involved as a manager in Beck Investments LLC, a small private rental business in Tampa, FL. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform supplemented by in-person meetings. The firm applies Modern Portfolio Theory using proprietary and customized portfolios with algorithmic rebalancing, employing a range of investment vehicles and AI tools to support advisor judgment. Water Street Wealth Management at Farther [email protected] 813.484.7877 www.waterstreetwealth.com

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Retired Self-Employed Sales Professional Technology Professional Established Professionals Approaching retirement Retired

Priscilla N

Series 66, Series 7, Series 63, Series 65

St Petersburg, FL

Pmn Financial Associates

Priscilla Nunez is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation, (Series 63/65 combined), Series 7, and has worked at Brokers International Financial Services since 2018. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers comprehensive asset management, financial planning, and consulting services using a variety of portfolio management approaches and custodial platforms.

Wealth management Active portfolio management General retirement planning Retirement income strategy Annuities Executive Retired Government Employee Doctor or Medical Professional Educators, Teachers, and Academics HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals Approaching retirement Women Professionals
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Luke M

Series 66, Series 7

Tampa, FL

Valic Financial Advisors

Luke Mcananey is a financial advisor with Corebridge. He holds Series 66, Series 7 and FL 215 designations. He has previously worked at Cary Street Partners & Raymond James. Outside of his advisory role, he serves as a JV lacrosse coach at Northside Christian School. Corebridge Financial primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.

Tax-loss harvesting Retirement income strategy
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Dwight E

Series 63, Series 65

Tampa, FL

Raymond James & Associates

Dwight Edwards is a financial advisor with Raymond James & Associates in Wesley Chapel, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Raymond James & Associates, INC since 2016 and also worked at Raymond James & Associates from 2017 to 2018. Outside of his advisory role, he is involved in rental property ownership. Raymond James & Associates offers financial planning and investment consulting services to a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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