Matthew Kapetanakis

Wells Fargo Advisors Financial Network, LLC

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Current Employers

Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-01-03
CT	RA	APPROVED	2021-07-30

TX RA
APPROVED_RES

Since 2025-01-03
CT RA
APPROVED

Since 2021-07-30

Branch Locations

197 First Avenue Suite 160, Needham, MA 02494 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Stoneham	MA	11/2019	06/2021
Bank Of America, N.A.	Stoneham	MA	11/2019	06/2021
Unemployed	Westford	MA	05/2019	11/2019
Bryant University	Smithfield	RI	09/2015	05/2019
Red Tail Golf Club	Westfield	MA	05/2015	09/2018
Wells Fargo Advisors Financial Network, Llc	Needham	MA	07/2021	Present

11/2019 → 06/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Stoneham, MA
11/2019 → 06/2021

Bank Of America, N.A.

Stoneham, MA
05/2019 → 11/2019

Unemployed

Westford, MA
09/2015 → 05/2019

Bryant University

Smithfield, RI
05/2015 → 09/2018

Red Tail Golf Club

Westfield, MA
07/2021 → Present

Wells Fargo Advisors Financial Network, Llc

Needham, MA

Previous Registrations

2021-01-21 → 2021-06-30

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Westford, MA

Nashua, NH

New York, NY

Stoneham, MA

Winchester, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-01-20

S66 Uniform Combined State Law Examination

2021-01-20

View on SEC IAPD

Other Firms

ARMSTRONG ADVISORY GROUP INC.

OSAIC WEALTH, INC.

GOODMAN ADVISORY GROUP, LLC

PARK AVENUE SECURITIES LLC

M HOLDINGS SECURITIES, INC.

INTEGRATED WEALTH CONCEPTS LLC

DARROW WEALTH MANAGEMENT

FREEMAN FINANCIAL LLC

Other Investors

MARC ALAN FANDETTI

BRENDAN KEVIN HAYES

SCOTT EVERETT WILSON

William Kurtz O'Connor

MICHELE CHRISTINE CROPLEY

Andrew Rudolph Haff

Michael Richard Bradley

Other Offices

ARMSTRONG ADVISORY GROUP INC. · NEEDHAM, MA

OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA

GOODMAN ADVISORY GROUP, LLC · NEEDHAM, MA

PARK AVENUE SECURITIES LLC · NEEDHAM, MA

OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA

M HOLDINGS SECURITIES, INC. · NEEDHAM, MA

INTEGRATED WEALTH CONCEPTS LLC · Needham, MA

DARROW WEALTH MANAGEMENT · NEEDHAM, MA

More in Needham, MA

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