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Matthew Michaleski

22 Years of Experience
Marlton, NJ
1 DisclosureBroker

Matthew Michaleski is a registered investment advisor at Wells Fargo Advisors, based in Marlton, NJ, with 22 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

7000 Lincoln Dr E Ste 301, Marlton, NJ, 08053

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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.
Customer Dispute
December 2008
Denied
Employment History
Current Registrations
Wells Fargo Advisors
November 2013 - Present · 12 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
November 2013 - Present · 12 yrs 11 mos
Previous Registrations
PNC Investments
November 2004 - November 2013 · 9 yrs
PNC InvestmentsBroker
July 2004 - November 2013 · 9 yrs 4 mos
J.P. Turner & Company, L.L.C.Broker
October 2003 - July 2004 · 9 mos
State Registrations34 states
AZCACOCTDCDEFLGAILKYLAMAMDMEMIMNMOMSNCNHNJNVNYOHORPARISCTNTXVAVTWAWI
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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