Matthew Maciel
Professional summary
Matthew Maciel, who also goes by Matt Maciel, is a registered financial advisor currently at MACIEL WEALTH MANAGEMENT located in Overland Park, Kansas.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Matthew has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Maciel's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 3, 2018 - Present
MACIEL WEALTH MANAGEMENT
Office #1: 11863 W 112th St Suite 100, Overland Park, KS 66210March 13, 2018 - August 7, 2018
PRINCIPAL SECURITIES, INC.
December 1, 2015 - August 7, 2018
PRINCIPAL SECURITIES, INC.
March 23, 2015 - November 6, 2015
COUNTRY CAPITAL MANAGEMENT COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/3/2018)
(1/11/2019)
(6/5/2020)
Exams
Current Firm
MACIEL WEALTH MANAGEMENT
CRD#: 297772 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 160 |
| AUM (Assets Under Management) | $ 13,600,000 |
Red Flags
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Company Information
MACIEL WEALTH MANAGEMENT
CRD#: 297772Overland Park, KS 66210TRUST BUT VERIFY
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