Matthew Pappas (CRD# 5704052) is an Investment Advisor Representative working at Cottonwood Wealth Strategies, LLC in Salt Lake City, UT and has over 14 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
Company Name | Location | Dates | Years |
---|---|---|---|
Cottonwood Wealth Strategies, LLC | Salt Lake City, UT | Oct 2020 - Current | 3 |
Wells Fargo Clearing Services, LLC | Holladay, UT | Nov 2016 - Feb 2021 | 4 |
Wells Fargo Advisors LLC | Holladay, UT | Oct 2010 - Nov 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2009 |
- UT
-
Total Assets Under Management251MILLIONS
-
Total Number of Accounts617ACCOUNTS
-
Average Account Value$406,036
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, UT
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