Matthew M. Mann
Professional summary
Matthew Michael Mann is a registered financial advisor currently at ASCENDING ASSETS located in Spring, Texas.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Matthew has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Michael Mann's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 2, 2022 - Present
ASCENDING ASSETS
September 6, 2013 - October 17, 2014
EQUITABLE ADVISORS, LLC
April 4, 2013 - October 17, 2014
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/2/2022)
Exams
Current Firm
ASCENDING ASSETS
CRD#: 291852 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 19 |
| AUM (Assets Under Management) | $ 1,222,318 |
Red Flags
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