Matthew Donald Pappas

Employer firm

Cottonwood Wealth Strategies, LLC CRD 311272

$279M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2010 → 11/2016
  Wells Fargo Advisors Llc
  Holladay, UT
• 11/2016 → 02/2021
  Wells Fargo Clearing Services, Llc
  Holladay, UT
• 10/2020 → Present
  Cottonwood Wealth Strategies, Llc
  Salt Lake City, UT

Previous Registrations

• 2010-11-18 → 2021-02-24
  Wells Fargo Clearing Services, Llc
  Holladay, UT
  Park City, UT
• 2009-10-26 → 2010-10-29
  Morgan Stanley
  Purchase, NY
  Salt Lake City, UT

Other Businesses

SILICON SLOPES - NOT INVESTMENT RELATED - 2600 EXECUTIVE PKWY #140, LEHI, UT 84043 - NON-PROFIT ORGANIZATION - BOARD MEMBER - START 05/2024 - 4 HOURS PER MONTH - 0 HOURS DURING TRADING HOURS - MEET WITH BOARD MEMBERS TO DISCUSS BUSINESS TOPICS. SOX, LLC - INVESTMENT RELATED - 950 PENINSULA CORP CIR #3010, BOCA RATON, FL 33487 - EROSION CONTROL COMPANY - BOARD MEMBER - START 01/2022 - 5 HOURS PER MONTH - 0 HOURS DURING TRADING HOURS - MEET WITH BOARD MEMBERS TO DISCUSS BUSINESS DEVELOPMENT. SCOUT VENTURES LIMITED PARTNERS - INVESTMENT RELATED - 200 ACADEMY DRIVE, SUITE 100, AUSTIN, TX 78704 - VENTURE CAPITAL COMPANY - BOARD MEMBER - START 03/2024 - 2 HOURS PER MONTH - 0 HOURS DURING TRADING HOURS - MEET WITH BOARD MEMBERS TO DISCUSS FUND AND INVESTMENT OPPORTUNITIES.

Exams

• S66 Uniform Combined State Law Examination
  2009-10-15

Other Names

• Matthew D Pappas