Matthew Tatum is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Richmond, VA, with 20 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
9020 Stony Point Pkwy, Suite 385, Richmond, VA, 23235
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew has 100% ownership of MAT VA LLC and 16.67% ownership of Sage Wealth Advisors LLC. He spends minimal time on these activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations14 states
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