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Matthew Mascarenas

Wells Fargo Advisors
6 Years of Experience
Denver, CO
1 DisclosureBroker
View SEC Summary
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Matthew Mascarenas is a registered investment advisor at Wells Fargo Advisors, based in Denver, CO, with 6 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

1700 Lincoln St 10th & 11th Fls, [Ma/Md-Rbo], Denver, CO, 80203

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History

Regulatory History (1)
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Financial
July 2019
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
August 2021 - Present · 5 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
February 2020 - June 2021 · 1 yr 4 mos
State Registrations2 states
CACO
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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