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Matthew Joseph Mirabella

Ae Wealth Management, LLC

Chicago, IL

CRD 7789279

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Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-03-12
  • IL RA
    APPROVED
    Since 2026-03-12

Branch Locations

8725 W Higgins Rd Ste 105, Chicago, IL 60631 • 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
Equitable Advisors Llc New York NY 08/2023 03/2026
Student Normal IL 04/2013 05/2023
Lakeshore Beverage Chicago IL 12/2022 01/2023
Lakeshore Beverage Chicago IL 05/2022 08/2022
Bettenhausen Chrysler/Dodge/Jeep/Ram Tinley Park IL 06/2021 01/2022
Walmart - Spark Delivery (Self-Employed & Part-Time) Normal IL 09/2020 04/2023
Ups Hodgkins IL 06/2021 06/2021
Dick's Sporting Goods Tinley Park IL 06/2020 06/2021
Ae Wealth Management, Llc Topeka KS 03/2026 Present
Unemployed Frankfort IL 05/2023 07/2023
Scott Tucker Solutions, Inc. Chicago IL 02/2026 Present
Tax Smart, Llc - Independent Contractor Omaha NE 08/2026 Present
  • 08/2023 → 03/2026
    New York, NY
  • 04/2013 → 05/2023
    Student
    Normal, IL
  • 12/2022 → 01/2023
    Lakeshore Beverage
    Chicago, IL
  • 05/2022 → 08/2022
    Lakeshore Beverage
    Chicago, IL
  • 06/2021 → 01/2022
    Bettenhausen Chrysler/Dodge/Jeep/Ram
    Tinley Park, IL
  • 09/2020 → 04/2023
    Walmart - Spark Delivery (Self-Employed & Part-Time)
    Normal, IL
  • 06/2021 → 06/2021
    Ups
    Hodgkins, IL
  • 06/2020 → 06/2021
    Dick's Sporting Goods
    Tinley Park, IL
  • 03/2026 → Present
    Topeka, KS
  • 05/2023 → 07/2023
    Unemployed
    Frankfort, IL
  • 02/2026 → Present
    Scott Tucker Solutions, Inc.
    Chicago, IL
  • 08/2026 → Present
    Tax Smart, Llc - Independent Contractor
    Omaha, NE
Previous Registrations
Other Businesses

Scott Tucker Solutions, Inc; Yes, Investment Related; 8725 W Higgins Rd Suite 105, Chicago, IL 60631; Insurance Sales; Associate Advisor; Start Date 02/2026; Approx. 160 hours a month; Approx. 160 hours during trading; Insurance Sales and Services. Tax Smart, LLC; Investment Related: Yes; 13815 FNB Pkwy, Ste 400, Omaha NE 68154; Independent contractor to charge tax-planning fee's in excess of $10K; Independent Contractor; Start Date 08/2026; Approx hours per month: 6; Approx hours during trading: 6; We'd be independent contractors of Tax Smart, LLC.Working on clients tax planning/strategies for fees in excess of $10K.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-20
  • S66 Uniform Combined State Law Examination
    2023-09-20
Other Names
  • Matthew Mirabella
  • Matt Mirabella

View on SEC IAPD

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