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Matthew Scott Masin

Strategic Wealth Advisors, LLC

Scottsdale, AZ

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Current Employers
Strategic Wealth Advisors, Llc

Scottsdale, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2021-08-20
  • AZ RA
    APPROVED
    Since 2021-08-20

Branch Locations

Scottsdale, AZ • 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
The Vanguard Group, Inc. Scottsdale AZ 07/2017 06/2021
The Ohio State University Columbus OH 08/2013 05/2017
Strategic Wealth Advisors, Llc Scottsdale AZ 06/2021 Present
  • 07/2017 → 06/2021
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 08/2013 → 05/2017
    The Ohio State University
    Columbus, OH
  • 06/2021 → Present
    Strategic Wealth Advisors, Llc
    Scottsdale, AZ
Previous Registrations
Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC. (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-22
S63 Uniform Securities Agent State Law Examination 2017-08-23
  • S65 Uniform Investment Adviser Law Examination
    2019-05-22
  • S63 Uniform Securities Agent State Law Examination
    2017-08-23
Designations
Other Names
  • Matt Scott Masin
  • Matthew Masin

View on SEC IAPD

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