![Wednesday Carsillo, financial advisor Scottsdale AZ](/img/ws/profile-blank-sq.png)
Wednesday Carsillo (CRD# 5631805) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Scottsdale, AZ and has over 15 years of experience in the finance industry.
![William Acosta, financial advisor Scottsdale AZ](/img/ws/profile-blank-sq.png)
CRD# 5169178
J.p. Morgan Securities LLC
![Aaron Adams, financial advisor Scottsdale AZ](/img/ws/profile-blank-sq.png)
CRD# 6343741
Charles Schwab & Company, Inc.
![Phillip Adams, financial advisor Scottsdale AZ](/img/ws/profile-blank-sq.png)
CRD# 6344169
Mathis Wealth Management
Company Name | Location | Dates | Years |
---|---|---|---|
H&r Block | Scottsdale, AZ | Mar 2019 - Current | 5 |
Vanguard | Scottsdale, AZ | Apr 2014 - Current | 10 |
Rover Enterprises LLC | Scottsdale, AZ | Jan 2011 - Current | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2009 |
S65 | NASAA Investment Advisors Law Examination | Nov 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
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Total Assets Under Management333,067MILLIONS
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Total Number of Accounts804,462ACCOUNTS
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Average Account Value$414,024
- A percentage of assets under your management
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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, WY
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