Matthew Craigle

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

• 06/2015 → 04/2017
  Nylife Securities, Llc
  New York, NY
• 04/2017 → 05/2018
  Nylife Distributors, Llc
  New York, NY
• 09/2020 → 01/2023
  Nuveen Securities, Llc
  Charlotte, NC
• 09/2020 → 08/2024
  Nuveen Asset Management, Llc
  Chicago, IL
• 10/2024 → 02/2025
  Confidence Wealth Management
  Henderson, NV
• 02/2025 → 09/2025
  Alloy Investment Management
  Greenville, SC
• 05/2018 → 09/2020
  New York Life Insurance Company
  New York, NY
• 01/2023 → 08/2024
  Nuveen
  Charlotte, NC
• 09/2025 → Present
  Wells Fargo Clearing Services, Llc
  Charlotte, NC

Previous Registrations

• 2025-02-11 → 2025-08-19
  Alloy Investment Management
  Charlotte, NC
  Greenville, SC
• 2024-10-29 → 2025-02-26
  Confidence Wealth Management, Inc.
  Charlotte, NC
  Los Angeles, CA
• 2020-11-27 → 2024-08-01
  Nuveen Asset Management, Llc
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-25
• S63 Uniform Securities Agent State Law Examination
  2017-08-03

Other Names

• Matthew Craigle
• Matthew Craigle