Unclaimed Profile

Matthew George Wilson

SCOTTRADE INVESTMENT MANAGEMENT, INC.·SAINT LOUIS, Missouri

SIE, Series 7, Series 9, Series 10, Series 24, Series 63, Series 66Clean record23 years registeredSCOTTRADE INVESTMENT MANAGEMENT, INC.

700 MARYVILLE CENTRE DRIVE, SAINT LOUIS, MO 63141CRD# 3200520Firm CRD# 169988

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew George Wilson · SAINT LOUIS, MO

Registration

CRD #3200520 · SCOTTRADE INVESTMENT MANAGEMENT, INC. · 23 years registered

Brand Profile

Not yet started

Career History

J.P. MORGAN SECURITIES LLC

Sep 2023 – present

SCOTTRADE INVESTMENT MANAGEMENT

Mar 2014 – Mar 2015

SAINT LOUIS, MO

AMERIVEST INVESTMENT MANAGEMENT, LLC

May 2006 – Jun 2012

CHESTERFIELD, MO

TD AMERITRADE, INC.

Sep 2004 – Jun 2012

ST. LOUIS, MO

CHARLES SCHWAB & CO., INC.

May 2003 – Aug 2004

CLAYTON, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 63

Series 66

Registration record

First registered · May 13, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SCOTTRADE INVESTMENT MANAGEMENT, INC.

CRD 169988 · SEC 801-79217

AUM

$2.3B

Regulatory assets under management

Employees

300

20,396 client accounts

Services offered by SCOTTRADE INVESTMENT MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SCOTTRADE INVESTMENT MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Matthew George Wilson offer?

Matthew George Wilson specializes in Investment Management, Fee-Only Advisory. Contact their office in SAINT LOUIS, Missouri for a consultation.

What are Matthew George Wilson's credentials?

Matthew George Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew George Wilson located?

Matthew George Wilson is based in SAINT LOUIS, Missouri, working with SCOTTRADE INVESTMENT MANAGEMENT, INC.. Their office serves clients in the SAINT LOUIS metropolitan area and surrounding communities.

How does Matthew George Wilson charge for services?

Matthew George Wilson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SCOTTRADE INVESTMENT MANAGEMENT, INC.?

SCOTTRADE INVESTMENT MANAGEMENT, INC. has approximately 300 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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