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Matthew Dale Marengo

Sharebuilder 401k

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About Matthew Dale Marengo

Matthew Marengo is an Investment Advisor Representative with Sharebuilder 401k. Matthew is licensed in Washington and holds a Series 65 license. Matthew's firm specializes in financial planning, pension consulting, and educational seminars.

Firm Information

Matthew Marengo is currently registered with Sharebuilder 401k. Sharebuilder 401k is a Seattle, WA-based firm that provides pension consulting and educational seminars. They specialize in serving pension and profit-sharing plans, with approximately 5,500 clients. The firm has 16 investment adviser representatives and 5 investment advisory functions.
Sharebuilder 401k

801 SECOND AVE

SEATTLE, WA 98104

Not reported

Assets Under Management

5,500

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Marengo’s Registration & Firm History

WA

02/21/2022 - Present

Sharebuilder 401k (SEATTLE WA)

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Licenses & Designations

IA

Issued 02/21/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/16/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Dale Marengo.
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