Matthew Trundle is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Hilsdale, NY, with 19 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 Retirement Planning. Their firm serves 466,575 clients with $250B 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
Hilsdale, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew has ownership stakes in multiple investment-related entities, including T-4 LLC, MEJH4K LLC, NIRAC LLC, Jackson Development Co, WTDT CORP, MEJHT LLC, and acts as co-trustee for his mother's trust. These activities require minimal time commitment.
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
Citigroup Global Markets INC.Broker
State Registrations29 states
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