Zachary MattosCRD Number: 5067251
Current Firm: Strategic Wealth Advisors Group
Zachary Mattos (CRD# 5067251) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Austin, TX and has over 14 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kestra Advisory Services, LLC
|Strategic Wealth Advisors Group||Austin, TX||Jun 2017 - Current||4|
|Lpl Financial, LLC||Austin, TX||May 2017 - Current||4|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Jan 2016 - May 2017||1|
|Northwestern Mutual Investment Services, LLC||Menlo Park, CA||May 2010 - May 2017||7|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Nov 2005 - May 2017||11|
|Northwestern Mutual Investment Services, LLC||San Jose, CA||Jan 2013 - Mar 2016||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2007|
|S65||NASAA Investment Advisors Law Examination||Dec 2012|
Total Assets Under Management6,376MILLIONS
Total Number of Accounts24,840ACCOUNTS
Average Account Value$256,663
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
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