Matthew Patrick Pascarella

Employer firm

Mutual Advisors, LLC CRD 167658

$8.55B regulatory AUM 30 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
HOURLY CONSULTING

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

Current Employers

Mutual Advisors, Llc

9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2020-04-28

NJ RA
APPROVED

Since 2020-04-28

Branch Locations

55 Madison Ave. Ste. 400, Morristown, NJ 07960 • United States

9140 W Dodge Road Suite 230, Omaha, NE 68114 • 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
Founders Financial Securities, Llc	Towson	MD	04/2013	04/2020
Mutual Advisors, Llc.	Omaha	NE	04/2020	Present

04/2013 → 04/2020

Founders Financial Securities, Llc

Towson, MD
04/2020 → Present

Mutual Advisors, Llc.

Omaha, NE

Previous Registrations

2013-04-22 → 2020-04-27

Founders Financial Securities Llc

Towson, MD

Towson, MD

Morristown, NJ
2011-05-05 → 2013-05-15

1St Worldwide Advisors, Llc.

New York, NY

Other Businesses

1. Woods End Merchants Services, LLC., Start Date: 04/2005, 6 Wyndwood Rd., Morris Plains, NJ 0795, LLC, Merchant Services, Director, Merchant Services and Sales, Not Investment Related, 10 Hours per month, 0 Hours per day during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-05-04
S63	Uniform Securities Agent State Law Examination	2001-08-20

S65 Uniform Investment Adviser Law Examination

2011-05-04
S63 Uniform Securities Agent State Law Examination

2001-08-20

View on SEC IAPD