Matthew T. Pileski

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 01/2018 → 03/2019
  Hilltop Securities Inc
  Dallas, TX
• 03/2019 → 12/2020
  Edward Jones
  St Louis, MO
• 01/2021 → 07/2021
  America's Home Place
  Franklin, NC
• 01/2021 → 09/2022
  Georgia Mountain Psychological Associates
  Clatyon, GA
• 09/2022 → 07/2026
  Fidelity Investments
  Boston, MA
• 03/2025 → 07/2026
  Fidelity Investments
  Boston, MA
• 07/2026 → Present
  Wells Fargo Clearing Services, Llc
  Sylva, NC
• 11/2012 → Present
  Piper Jaffray & Co
  Atlanta, GA

Previous Registrations

• 2025-03-31 → 2026-07-13
  Strategic Advisers Llc
  Clayton, GA
  Rabun Gap, GA
  Boston, MA
• 2022-11-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Rabun Gap, GA
• 2019-04-05 → 2020-12-22
  Edward Jones
  Clayton, GA
  St Louis, MO
  Clayton, GA
  Toccoa, GA

Exams

• S66 Uniform Combined State Law Examination
  2019-04-03
• S63 Uniform Securities Agent State Law Examination
  2007-09-10

Other Names

• Matt Pileski
• Matthew Thomas Pileski
• Matthew Pileski