Best Investors Account Sign in
Inactive

Matthew David Sauer

Mds Wealth Advisors, LLC

Williamstown, MA

Claim This Profile
Current Employers
Mds Wealth Advisors, Llc

Williamstown, MA • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED_RES 2015-11-13
LA RA APPROVED 2015-08-03
MA RA APPROVED 2015-02-03
  • VT RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED_RES
    Since 2015-11-13
  • LA RA
    APPROVED
    Since 2015-08-03
  • MA RA
    APPROVED
    Since 2015-02-03

Branch Locations

Williamstown, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mutual Fund Investor Guide, Llc Williamstown MA 02/2014 Present
Mds Wealth Advisors, Llc Williamstown MA 12/2014 Present
  • 02/2014 → Present
    Mutual Fund Investor Guide, Llc
    Williamstown, MA
  • 12/2014 → Present
    Williamstown, MA
Previous Registrations
  • 2007-10-18 → 2014-06-03
    Atlas Private Wealth Management, Llc
    Williamstown, MA
  • 2005-05-25 → 2007-10-19
    Dion Money Management Inc
    Williamstown, MA
Other Businesses

MATTHEW DAVID SAUER IS A LAWYER AND FROM TIME TO TIME, MAY OFFER CLIENTS ADVICE OR PRODUCTS FROM THOSE ACTIVITIES AND CLIENTS SHOULD BE AWARE THAT THESE SERVICES MAY INVOLVE A CONFLICT OF INTEREST. MDSWA ALWAYS ACTS IN THE BEST INTEREST OF THE CLIENT AND CLIENTS ARE IN NO WAY REQUIRED TO UTILIZE THE SERVICES OF ANY REPRESENTATIVE OF MDSWA IN CONNECTION WITH SUCH INDIVIDUAL'S ACTIVITIES OUTSIDE OF MDSWA. MATTHEW DAVID SAUER IS THE FOUNDER, PRESIDENT, PUBLISHER AND CHIEF INVESTMENT OFFICER OF MUTUAL FUND INVESTOR GUIDE, LLC. THE MUTUAL FUND INVESTOR GUIDE PUBLISHES IMPERSONAL FINANCIAL ARTICLES BY SUBSCRIPTION. MR. SAUER'S ARTICLES HAVE EDUCATIONAL INVESTMENT BASED CONTENT AND ANALYTICAL CONTENT WHICH COMPLEMENTS THE RESEARCH ACTIVITIES OF MDSWA FOR ITS CLIENTS. THIS ACTIVITY INVOLVES UP TO 15% OF MR. SAUER'S TIME. SUBSCRIBERS OF THE MUTUAL FUND INVESTOR GUIDE WILL BE OFFERED MDSWA'S ADVISORY SERVICES FOR A SEPARATE, ADDITIONAL FEE AND PURSUANT TO A SEPARATE WRITTEN ADVISORY AGREEMENT. CLIENTS SHOULD BE AWARE THAT THESE SERVICES INVOLVE A CONFLICT OF INTEREST. MOREOVER, SUBSCRIBERS OF THE MUTUAL FUND INVESTOR GUIDE ARE IN NO WAY REQUIRED TO THE SERVICES OF MDSWA, NOR ARE CLIENTS OF MDSWA REQUIRED TO SUBSCRIBE TO THE MUTUAL FUND INVESTOR GUIDE OR OTHERWISE UTILIZE THE SERVICES OF ANY REPRESENTATIVE IN CONNECTION WITH SUCH INDIVIDUAL'S ACTIVITIES OUTSIDE OF MDSWA. MDSWA ALWAYS ACTS IN THE BEST INTEREST OF ITS CLIENTS. MATTHEW DAVID SAUER SPENDS 15 HOURS PER WEEK OF HIS TIME ON THOSE ACTIVITIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-04-18
  • S65 Uniform Investment Adviser Law Examination
    2005-04-18

View on SEC IAPD

More in Williamstown, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor