Matthew James Hand

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

• 08/1997 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ft Lauderdale, FL
• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Boston, MA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Boston, MA

Previous Registrations

• 2005-02-15 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Boston, MA
  St. Louis, MO
  Boston, MA
• 1997-08-06 → 2005-01-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ft Lauderdale, FL

Other Businesses

AVIATION BY HAND, LLC; NON INVESTMENT RELATED; BELMONT, MA; 100% OWNERSHIP; START 11/11; 10 HRS PER MONTH 0 DURING TRADING; AERIAL PHOTOGRAPHY FLIGHT INSTRUCTIONS RENTAL PROPERTY, INV RELATED, BELMONT, MA, 100% OWNER, START: 10/1/2016, 5 HOURS PER MONTH/0 DURING TRADING, DUTIES: LANDLORD.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-06-02
• S63 Uniform Securities Agent State Law Examination
  1993-01-14