Matthew Davis
Matthew Davis is a registered investment advisor at Wells Fargo Advisors, based in Olney, MD, 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
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
4644 Thornhurst Drive, Olney, MD, 20832
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2004Customer Dispute
July 2002Other Business Activities
Matthew has 80% ownership in Davis Wealth Management, LLC, dedicating nearly full-time to the business. He also serves as trustee for the Davis Wealth Management 401k, spending minimal time on this activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations22 states
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