Matthew Sobocinski is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Annapolis, MD, with 27 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
1997 Annapolis Exchange Pkwy, Annapolis, MD, 21401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew has a 20% ownership in Private Wealth Partners LLC, dedicating full-time hours to it. He also serves as a co-trustee for Finet 401k, spending minimal time on this activity.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Legg Mason Wood Walker, IncorporatedBroker
Legg Mason Wood Walker INC
The Scarborough Group, INC.
Royal Alliance Associates, INC.Broker
Am&m Investment Brokers, INC.Broker
State Registrations35 states
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