Matthew P. Brown
MASCAGNI WEALTH MANAGEMENT
Clinton, MS 39056
Some features on this profile are disabled
CRD#: 2848369
Professional summary
Matthew Patrick Brown, CFP®, who also goes by Matt Brown, is a registered financial advisor currently at MASCAGNI WEALTH MANAGEMENT, INC. located in Clinton, Mississippi.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Matthew has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Brown
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Name: The Brown Family Trust. Investment Related: No. Address: 108 Bridge Water Dr., Madison, MS 39110. Nature: Trust. Position: Secondary Trustee. Start Date: 11/1998. Approximate Hours Per Month: 0: Hours During Securities Trading Hours: 0. Duties: I have no position of control on this trust. My name is listed as a secondary/contingent co-trustee in the event that my brother, James Riley Brown, cannot serve as co-trustee on the continuation trusts created after death of my grandparents in the future. Currently my grandmother, Dorothy Epps Brown, is sole trustee of the Brown Family Trust. If the need to become successor trustee ever arises, I intend to disclaim that role. (2) Name: Morrison Heights Baptist Church. Investment Related: No. Address: 3000 Hampstead Blvd., Clinton, MS 39056. Nature: Religious Organization. Position: Elder. Start Date: 8/2025. Approximate Hours Per Month: 5. Hours During Securities Trading Hours: 0. Duties: Serve in leadership role in church. (3) Matt is insurance licensed to offer fixed insurance products through various insurance companies. Clients are not obligated to execute insurance purchases through Matt. However, if clients do choose to execute insurance purchases through him, he will receive a commission and a conflict of interest may exist.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Patrick Brown's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2000
Experience
Current
June 15, 2012 - Present
MASCAGNI WEALTH MANAGEMENT, INC.
Office #1: 205 E. Main Street, Clinton, MS 39056RIA
CRD#: 115046
Clinton, MS
Past
September 27, 2001 - May 2, 2012
MASCAGNI WEALTH MANAGEMENT, INC.
RIA
CRD#: 115046
CLINTON, MS
Past
March 21, 1997 - September 26, 2019
INVESTACORP, INC.
BD
CRD#: 7684
CLINTON, MS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MASCAGNI WEALTH MANAGEMENT, INC.
JULIUS RANDALL MASCAGNI | MASCAGNI WEALTH MANAGEMENT, INC. | MASCAGNI WEALTH MANAGEMENT | MASCAGNI & COMPANY, INC. | MASCAGNI & COMPANY
CRD#: 115046 / SEC#: 801-110839
RIA
Registered Investment Advisory firm - (7/19/2017 Approved)Louisiana
Registered Investment Advisory firm - (7/27/2017 Terminated)Mississippi
Registered Investment Advisory firm - (7/27/2017 Terminated)Texas
Registered Investment Advisory firm - (7/27/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Louisiana(10/16/2012)
IAR
Mississippi(6/15/2012)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MW
MASCAGNI WEALTH MANAGEMENT, INC.
JULIUS RANDALL MASCAGNI | MASCAGNI WEALTH MANAGEMENT, INC. | MASCAGNI WEALTH MANAGEMENT | MASCAGNI & COMPANY, INC. | MASCAGNI & COMPANY
CRD#: 115046 / SEC#: 801-110839
RIA
Registered Investment Advisory firm - (7/19/2017 Approved)Louisiana
Registered Investment Advisory firm - (7/27/2017 Terminated)Mississippi
Registered Investment Advisory firm - (7/27/2017 Terminated)Texas
Registered Investment Advisory firm - (7/27/2017 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
205 E. Main Street, Clinton, MS 39056
Mailing Address
Phone number
(601) 925-8099
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,847 |
| AUM (Assets Under Management) | $ 365,548,352 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MASCAGNI WEALTH MANAGEMENT, INC.
CRD#: 115046Clinton, MS 39056TRUST BUT VERIFY
Monitor Matthew Brown
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
