Matthew A Iversen

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

• 08/2015 → 01/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Short Hills, NJ
• 05/2016 → 01/2019
  Bank Of America, N.A.
  Short Hills, NJ
• 01/2019 → Present
  Wells Fargo Clearing Services Llc
  White Plains, NY

Previous Registrations

• 2016-04-07 → 2019-01-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Short Hills, NJ

Other Businesses

MONTCLAIR FILM, NOT INV RELATED, MONTCLAIR, NJ, BOARD OF TRUSTEES, START 10/4/2016, 2 HRS/MONTH, 0 HRS DURING TRADING. MONTCLAIR HOLDINGS LLC, INV RELATED, MONTCLAIR, NJ, 16.3% OWNERSHIP, START 10/1/2021, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS REAL ESTATE. 16 ROOSEVELT PLACE ASSOCIATES LLC, INV RELATED, MONTCLAIR, NJ, 16.5% OWNERSHIP, START 10/1/2021, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, HOLDS MULITFAMILY RESIDENCE BUILDING. 569 1/2 GROVE ST. ASSOCIATES LLC, INV RELATED, MONTCLAIR, NJ, 16.5% OWNERSHIP, START 10/1/2021, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, HOLDS MULITFAMILY INVESTMENT PROPERTY. 163 PARK ST. ASSOCIATES LLC, INV RELATED , MONTCLAIR, NJ, 16.5% OWNERSHIP, START 10/1/2021, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, HOLDS MULITFAMILY RENTAL PROPERTY. | RENTAL PROPERTY; INV RELATED; MONTCLAIR, NJ; 100% OWNERSHIP; 06/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; RENTAL PROPERTY;

Exams

• S66 Uniform Combined State Law Examination
  2016-04-04