Matthew Dion is a registered investment advisor at Wells Fargo Advisors, based in Key West, FL, with 18 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
626 Joshephine Parker Dr, Key West, FL, 33040
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew owns Matt Dion LLC, an investment-related business, since February 2024. This occupies nearly all of Matthew's time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
First Investors CorporationBroker
State Registrations23 states
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