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Matthew Mezmar

58 Years of Experience
Sewickley, PA
1 DisclosureBroker

Matthew Mezmar is a registered investment advisor at Wells Fargo Advisors, based in Sewickley, PA, with 58 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

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

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Location

1606 Carmody Ct, Ste 401, Sewickley, PA, 15143

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
January 1980
Final
Employment History
Current Registrations
Wells Fargo Clearing Services, LLC
October 1999 - Present · 27 yrs
Wells Fargo Clearing Services, LLCBroker
October 1999 - Present · 27 yrs
Wells Fargo Advisors
June 1992 - Present · 34 yrs 4 mos
Previous Registrations
First Union Capital Markets CORP.Broker
January 1991 - October 1999 · 8 yrs 9 mos
Butcher & Singer INC.Broker
July 1976 - January 1991 · 14 yrs 6 mos
C.s.mckee & CO INCBroker
May 1968 - August 1976 · 8 yrs 3 mos
State Registrations24 states
AZCACOCTFLGAHIIDILMAMDMINCNMNYOHORPASCTNTXVAWVWY
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.
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