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Matthew Pitzer

Wells Fargo Advisors
18 Years of Experience
St. Louis, MO
1 DisclosureBroker
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Matthew Pitzer is a registered investment advisor at Wells Fargo Advisors, based in St. Louis, MO, with 18 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.

Wells Fargo Advisors
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

One North Jefferson Avenue, Mail Code: H0004-05G, St. Louis, MO, 63103

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History

Regulatory History (1)
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Criminal
January 2020
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
November 2023 - Present · 2 yrs 11 mos
Wells Fargo Advisors
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
August 2022 - September 2022 · 1 mo
Citigroup Global Markets INC.Broker
July 2022 - September 2022 · 2 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
November 2016 - November 2020 · 4 yrs
Advice and Planning Services
November 2016 - November 2020 · 4 yrs
Wells Fargo Advisors Financial Network, LLC
January 2015 - October 2016 · 1 yr 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2015 - October 2016 · 1 yr 9 mos
Wells Fargo Advisors, LLC
July 2014 - October 2016 · 2 yrs 3 mos
Wells Fargo Advisors, LLCBroker
May 2014 - October 2016 · 2 yrs 5 mos
Moloney Securities CO., INC.Broker
July 2005 - June 2014 · 8 yrs 11 mos
State Registrations1 state
MO
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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