Matthew Montini is a registered investment advisor at Wells Fargo Advisors, based in San Jose, CA, with 42 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1091 Lincoln Ave, San Jose, CA, 95125
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Matthew is a notary public, spending minimal time per month on this activity. He also owns 100% of FIG Capital Inc, leasing office space to other business owners, but dedicates no time to this activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
Painewebber IncorporatedBroker
University Securities CorporationBroker
State Registrations41 states
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