Matthew MontiniCRD Number: 1213599
Current Firm: Wells Fargo Advisors Financial Network, LLC
Matthew Montini (CRD# 1213599) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in San Jose, CA and has over 30 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Wells Fargo Advisors Financial Network, LLC||San Jose, CA||Jan 2012 - Current||4|
|Ubs Financial Services Inc.||San Jose, CA||May 2001 - Jan 2012||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1986|
|S65||NASAA Investment Advisors Law Examination||Oct 1994|
Total Assets Under Management38,415MILLIONS
Total Number of Accounts131,465ACCOUNTS
Average Account Value$292,208
- 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, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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