Matthew Gerst
Matthew Gerst is a registered investment advisor at Wells Fargo Advisors, based in Scottsdale, AZ, with 31 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B 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
18700 N Hayden Rd Ste 525, Scottsdale, AZ, 85255
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2009Employment Separation After Allegations
July 2002Other Business Activities
Matthew has a 67% ownership stake with his spouse in MMB Investments, LLC since 2002, which is investment-related. He spends minimal time per month as the manager of the LLC for raw land purchases and sales.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Prudential Securities IncorporatedBroker
Columbus Financial, INC.Broker
State Registrations33 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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