MP
MP

Matthew Padilla

26 Years of Experience
Scottsdale, AZ
Broker

Matthew Padilla is a registered investment advisor at Wells Fargo Advisors, based in Scottsdale, AZ, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

6991 E Camelback Rd, Ste D200, Scottsdale, AZ, 85251

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Matthew is a co-owner of Padco Financial Group LLC, involved in real estate investment, and a trustee for his aunt and uncle's trust. He also has 100% ownership of Padilla Asset Management, spending about 10-20% of his time on this and acting as trustee for Padilla Asset Management 401k/DBP.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2016 - Present · 9 yrs 7 mos
Wells Fargo Advisors
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
UBS Financial Services INC.Broker
November 2007 - October 2016 · 8 yrs 11 mos
UBS Financial Services INC.
November 2007 - October 2016 · 8 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2002 - November 2007 · 5 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2000 - November 2007 · 7 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
April 1999 - July 2000 · 1 yr 3 mos
State Registrations13 states
AZCADEFLHINCNHNYOHOKORTXWA
AdvisorBrokerBoth

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
No exam information available for this advisor.