David Materne is a registered investment advisor at Wells Fargo Advisors, based in Warwick, RI, with 31 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
301 Metro Center Blvd, Ste 202, Warwick, RI, 02886
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the president of Hattie Ide Chaffee Nursing Home, spending a few hours per week reviewing financials. He also has ownership stakes in Materne Wealth Management LLC and Coastal Capital LLC, dedicating minimal time to each.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations13 states
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