Matthew Scott Behning

Employer firm

Consilio Wealth Advisors, LLC CRD 314466

$556M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 09/2015 → 06/2017
  Merrill Lynch
  Albuquerque, NM
• 07/2017 → 02/2018
  Unemployed
  Albuquerque, NM
• 02/2018 → 04/2019
  Bank Of America
  Seattle, WA
• 04/2019 → 05/2019
  Unemployed
  Seattle, WA
• 05/2019 → 06/2021
  Christopher Kaminski
  Seattle, WA
• 05/2019 → 06/2021
  Nathaniel Donohue
  Seattle, WA
• 05/2019 → 06/2021
  Northwestern Mutual Investment Services, Llc
  Seattle, WA
• 06/2019 → 06/2021
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 06/2021 → Present
  Consilio Wealth Advisors, Llc
  Seattle, WA

Previous Registrations

• 2018-03-29 → 2019-04-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seattle, WA
  Seattle, WA
  Bellevue, WA
  Seattle, WA
• 2016-02-12 → 2017-06-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Albuquerque, NM

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-02-09
• S63 Uniform Securities Agent State Law Examination
  2014-06-23

Other Names

• Matt Scott Behning
• Matthew Scott Behning
• Matthew Behning
• Matt Behning
• Matthew Scott Behning