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MS

Mario B. Sena

MELISSA MATSON LLC
Henderson, NV 89074
Some features on this profile are disabled
CRD#: 5996412
MS

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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mario B Sena

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mario Ben Sena'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®
None

Experience

Current

January 11, 2024 - Present

MELISSA MATSON LLC

Office #1: 2520 St. Rose Parkway Ste. 313, Henderson, NV 89074
RIA
CRD#: 293806
Henderson, NV
Past

March 20, 2023 - October 2, 2023

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA
CRD#: 175083
Las Vegas, NV
Past

February 23, 2022 - December 31, 2022

MELISSA MATSON LLC

RIA
CRD#: 293806
HENDERSON, NV

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
Nevada
(1/11/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/28/2021
Uniform Investment Adviser Law Examination

Current Firm

MM
MELISSA MATSON LLC
MELISSA MATSON LLC

CRD#: 293806 / SEC#:

Nevada
Registered Investment Advisory firm - (2/23/2023 Approved)
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Contact information

Main Address
2520 St. Rose Parkway Ste. 313, Henderson, NV 89074
Mailing Address
Phone number
(702) 818-5585
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts118
AUM (Assets Under Management)$ 15,000,000

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

MELISSA MATSON LLC

CRD#: 293806Henderson, NV 89074

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