Matthew Spencer Savloff

Employer firm

Wells Fargo Investment Institute, Inc. CRD 133204

$43.0B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 12/2025 → Present
  Wells Fargo Investment Institute, Inc.
  Charlotte, NC
• 07/2024 → 12/2025
  Wells Fargo
  Charlotte, NC
• 01/2023 → 05/2024
  Rutgers Student Activity Center
  New Brunswick, NJ
• 06/2023 → 08/2023
  J.P. Morgan Chase
  Newark, DE
• 09/2020 → 05/2024
  Rutgers University
  New Brunswick, NJ
• 11/2021 → 01/2023
  Ymca
  Piscataway, NJ
• 09/2016 → 06/2020
  James Caldwell High School
  Caldwell, NJ
• 09/2013 → 09/2016
  Grover Cleveland Middle School
  Caldwell, NJ
• 06/2019 → 08/2019
  North Caldwell Recreation Department
  North Caldwell, NJ
• 01/2023 → 05/2025
  U.S. Department Of Homeland Security
  Newark, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-27