Matthew Wells is a CFP-designated registered investment advisor, based in Owings Mills, MD, with 10 years of industry experience.
Location
4525 Painters Mill Road, Owings Mills, MD, 21117
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
T. Rowe Price Investment Services, INC.
January 2025 - Present · 1 yr 4 mos
T. Rowe Price Investment Services, INC.Broker
January 2025 - Present · 1 yr 4 mos
T. Rowe Price Advisory Services, INC.
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
December 2012 - April 2021 · 8 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
May 2012 - April 2021 · 8 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.