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Mario Ben Sena

MELISSA MATSON
HENDERSON, NV
·CRD# 5996412·5 years experience

Professional Summary

Mario Ben Sena, who also goes by Mario B Sena, is a registered financial advisor currently at MELISSA MATSON LLC located in Henderson, Nevada. Mario is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Mario has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mario B Sena

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

5 years in the financial services industry

Current & Past Employments

MELISSA MATSON LLC·CRD# 293806
RIA
2520 St. Rose Parkway Ste. 313, Henderson, NV 89074
January 11, 2024 - Present
FOUNDATIONS INVESTMENT ADVISORS LLC·CRD# 175083
RIA
Las Vegas, NV
March 20, 2023 - October 2, 2023
MELISSA MATSON LLC·CRD# 293806
RIA
Henderson, NV
February 23, 2022 - December 31, 2022

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Current Firm

MM
MELISSA MATSON LLC

MELISSA MATSON LLC

CRD#: 293806
Nevada
Registered Investment Advisory firm - Nevada (2/23/2023 Approved)

Contact Information

Main Address

2520 St. Rose Parkway Ste. 313, Henderson, NV 89074

Phone Number

(702) 818-5585

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

118

AUM (Assets Under Management)

$15,000,000

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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.

Smith and Wollensky; Not Investment Related; 3377 S. Las Vegas, NV 89019; Restaurant; Serve and select wine for events, help with service of and selection and purchasing of wine on occasions for special events; Bar sommeliers/ wine steward; 8/2022; 10-20 hours/MO not during trading hours

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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.
IAR
Nevada
(1/11/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2021About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Mario Ben Sena's CRS (Customer Relationship Summary).

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