Matthew Masin (CRD# 6831571) is an Investment Advisor Representative working at Strategic Wealth Advisors, LLC in Scottsdale, AZ and has over 6 years of experience in the finance industry. Matthew Masin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Wealth Advisors, LLC | Scottsdale, AZ | Jun 2021 - Current | 2 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Jul 2017 - Jun 2021 | 3 |
| The Ohio State University | Columbus, OH | Aug 2013 - May 2017 | 3 |
| Cinemark | North Canton, OH | Dec 2013 - Jan 2017 | 3 |
| Sully's Tool And Party Rental | Akron, OH | May 2016 - Jul 2016 | < 1 |
| Sully's Tool And Party Rental | Akron, OH | May 2015 - Aug 2015 | < 1 |
| Sully's Tool And Party Rental | Akron, OH | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2017 |
| S65 | NASAA Investment Advisors Law Examination | May 2019 |
- AZ
-
Total Assets Under Management289MILLIONS
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Total Number of Accounts443ACCOUNTS
-
Average Account Value$651,492
- 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
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, TX
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