Matthew Patrick Brown

Employer firm

Mascagni Wealth Management, Inc. CRD 115046

$425M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• FINANCIAL CONSULTING ON TOPICS SUCH AS PERSONAL FINANCES, EDUCATION SAVINGS, DIVORCE PLANNING, ROLLOVER ANALYSIS, BUSINESS SUCCE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1997 → 09/2019
  Investacorp, Inc.
  Miami Lakes, FL
• 01/1997 → 09/2019
  Investacorp, Inc.
  Miami Lakes, FL
• 01/2010 → Present
  Mascagni Wealth Management
  Clinton, MS

Previous Registrations

• 2001-09-27 → 2012-05-02
  Mascagni Wealth Management, Inc.
  Clinton, MS

Other Businesses

(1) Name: The Brown Family Trust. Investment Related: No. Address: 108 Bridge Water Dr., Madison, MS 39110. Nature: Trust. Position: Secondary Trustee. Start Date: 11/1998. Approximate Hours Per Month: 0: Hours During Securities Trading Hours: 0. Duties: I have no position of control on this trust. My name is listed as a secondary/contingent co-trustee in the event that my brother, James Riley Brown, cannot serve as co-trustee on the continuation trusts created after death of my grandparents in the future. Currently my grandmother, Dorothy Epps Brown, is sole trustee of the Brown Family Trust. If the need to become successor trustee ever arises, I intend to disclaim that role. (2) Name: Morrison Heights Baptist Church. Investment Related: No. Address: 3000 Hampstead Blvd., Clinton, MS 39056. Nature: Religious Organization. Position: Elder. Start Date: 8/2025. Approximate Hours Per Month: 5. Hours During Securities Trading Hours: 0. Duties: Serve in leadership role in church. (3) Matt is insurance licensed to offer fixed insurance products through various insurance companies. Clients are not obligated to execute insurance purchases through Matt. However, if clients do choose to execute insurance purchases through him, he will receive a commission and a conflict of interest may exist.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-04-23

Designations

• Certified Financial Planner

Other Names

• Matt Brown