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Matthew Dale Marengo

Sharebuilder 401K

Seattle, WA

CRD 7488771

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Employer firm

Sharebuilder 401K CRD 300537

5,500 advisory clients

Reported services (Item 5G)

  • Pension consulting
  • Educational seminars

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

Current Employers
Sharebuilder 401K

801 Second Ave Suite 1400, Seattle, WA 98104 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2022-02-21
  • WA RA
    APPROVED
    Since 2022-02-21

Branch Locations

801 Second Ave Suite 1400, Seattle, WA 98104 • 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
OrganizationCityStateFromTo
University Of Puget Sound Tacoma WA 08/2017 12/2021
Gunther's Ice Cream Sacramento CA 05/2017 08/2018
The Baseball Club Of Tacoma Tacoma WA 04/2020 05/2020
Park Terrace Swim And Tennis Club Sacramento CA 06/2018 08/2018
N/A Sacramento CA 01/2010 04/2017
Sharebuilder 401K Seattle WA 01/2022 Present
  • 08/2017 → 12/2021
    University Of Puget Sound
    Tacoma, WA
  • 05/2017 → 08/2018
    Gunther's Ice Cream
    Sacramento, CA
  • 04/2020 → 05/2020
    The Baseball Club Of Tacoma
    Tacoma, WA
  • 06/2018 → 08/2018
    Park Terrace Swim And Tennis Club
    Sacramento, CA
  • 01/2010 → 04/2017
    N/A
    Sacramento, CA
  • 01/2022 → Present
    Sharebuilder 401K
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-21
  • S65 Uniform Investment Adviser Law Examination
    2022-02-21
Other Names
  • Matt Marengo

View on SEC IAPD

Nearby Firms

KLAKNA GROUP LTD
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC
MADISON PARK CAPITAL ADVISORS, LLC

Nearby Investors

JOHN DAVID ALBERG
JEFFREY ALAN MULLEN
CHRIS DARRYL FEATHERSTONE

Nearby Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA

More in Seattle, WA

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