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Matthew Patrick Brown

MASCAGNI WEALTH MANAGEMENT, INC.·CLINTON, Mississippi
SIE, Series 7, Series 63CFPClean record24 years registeredMASCAGNI WEALTH MANAGEMENT, INC.
205 E. MAIN STREET, CLINTON, MS 39056CRD# 2848369Firm CRD# 115046

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Patrick Brown · CLINTON, MS
Registration
CRD #2848369 · MASCAGNI WEALTH MANAGEMENT, INC. · 24 years registered
Brand Profile
Not yet started
01

Career History

MASCAGNI WEALTH MANAGEMENT, INC.
Jun 2012 – present
MASCAGNI WEALTH MANAGEMENT
Sep 2001 – May 2012
CLINTON, MS
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · September 27, 2001
Years registered · 24
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MASCAGNI WEALTH MANAGEMENT, INC.
CRD 115046 · SEC 801-110839
AUM
$313M
Regulatory assets under management
Employees
5
1,748 client accounts
Services offered by MASCAGNI WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MASCAGNI WEALTH MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Matthew Patrick Brown offer?
Matthew Patrick Brown specializes in Financial Planning, Investment Management. Contact their office in CLINTON, Mississippi for a consultation.
What are Matthew Patrick Brown's credentials?
Matthew Patrick Brown holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Matthew Patrick Brown located?
Matthew Patrick Brown is based in CLINTON, Mississippi, working with MASCAGNI WEALTH MANAGEMENT, INC.. Their office serves clients in the CLINTON metropolitan area and surrounding communities.
How does Matthew Patrick Brown charge for services?
Matthew Patrick Brown's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MASCAGNI WEALTH MANAGEMENT, INC.?
MASCAGNI WEALTH MANAGEMENT, INC. has approximately 5 employees and manages $313M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MASCAGNI WEALTH MANAGEMENT, INC.

Julius Randall Mascagni
CLINTON, MS
CFP
Julie Kay Sanders
CLINTON, MS

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Mississippi
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Research
Advisor Fees in MississippiNational Fee Analysis
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