Matthew Maresch is a registered investment advisor, based in Wylie, TX, with 21 years of industry experience.
Location
Wylie, TX
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is an independent insurance agent, spending about 10-20% of his time on insurance sales. He is also an IAR rep with TLG Advisors Inc and the founder of Ashbury Boutique Wealth Management, dedicating a significant amount of time to the latter. Finally, Matthew is a member of the Association of Financial Consultants, hosting educational workshops.
Employment History
Current Registrations
The Leaders Group, INC.
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Previous Registrations
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Integrity Trading, INC.Broker
Worthington Securities, L.L.C.Broker
Samco Financial Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 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.