Matthew WiegeleCRD Number: 6204202
Current Firm: Navy Federal Asset Management, LLC
Matthew Wiegele (CRD# 6204202) is an Investment Advisor Representative working at Navy Federal Asset Management, LLC in Carlsbad, CA and has over 4 years of experience in the finance industry.
O'reilly Wealth Advisors
John P. Dubots Capital Management, LLC
Heyman Investment Counseling LLC
|Navy Federal Asset Management, LLC||Carlsbad, CA||Nov 2014 - Current||3|
|Navy Federal Brokerage Services, LLC||Carlsbad, CA||May 2013 - Current||4|
|Navy Federal Financial Group, LLC||Carlsbad, CA||May 2013 - Current||4|
|Navy Federal Credit Union||Carlsbad, CA||Oct 2007 - Nov 2014||7|
|Cal State University San Marcos||San Marcos, CA||Sep 2007 - May 2012||4|
|Pump It Up||Poway, CA||Sep 2005 - Sep 2007||2|
|Cathedral Catholic High School||San Diego, CA||Sep 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2013|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
Total Assets Under Management159MILLIONS
Total Number of Accounts1,117ACCOUNTS
Average Account Value$142,057
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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