DM
CFP
DM
CFP

Dmitry Matousov

19 Years of Experience
Beverly Hills, CA
1 DisclosureBroker

Dmitry Matousov is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Beverly Hills, CA, with 19 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

9595 Wilshire Blvd, Suite 601, [Satellite], Beverly Hills, CA, 90212

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History

Regulatory History (1)
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Customer Dispute
November 2015
Denied
Other Business Activities

Dmitry owns Nuark Wealth Management LLC, an investment-related business, since February 2024. He spends about 10-20% of his time on this activity.

Employment History
Current Registrations
Wells Fargo Advisors
February 2024 - Present · 2 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
November 2012 - February 2024 · 11 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
November 2012 - February 2024 · 11 yrs 3 mos
UBS Financial Services INC.
October 2006 - December 2012 · 6 yrs 2 mos
UBS Financial Services INC.Broker
September 2006 - December 2012 · 6 yrs 3 mos
State Registrations8 states
CACOCTFLNVNYORWA
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.