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Matthew Scott Masin

Strategic Wealth Advisors, LLC

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About Matthew Scott Masin

Matthew Masin is an Investment Advisor Representative with Strategic Wealth Advisors, LLC. Matthew has been in the financial industry since 2017. He specializes in working with individuals, businesses, and charitable organizations. Matthew holds the Series 7, 63, and 65 licenses, as well as the SIE designation. He is also a Certified Financial Planner. Matthew's primary office is in Scottsdale, Arizona. He is registered with the state of Arizona. Matthew is a registered representative with Strategic Wealth Advisors, LLC and was previously a representative with Vanguard Marketing Corporation.

Firm Information

Matthew Masin is currently registered with Strategic Wealth Advisors, LLC. Strategic Wealth Advisors, LLC is an investment advisor with approximately $282,092,791 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, and general financial consulting. They have experience working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.

$282.09M

Assets Under Management

8

Total Clients

3

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general financial consulting

General financial consulting

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 Masin’s Registration & Firm History

AZ

08/20/2021 - Present

Strategic Wealth Advisors, LLC (SCOTTSDALE AZ)

AZ

08/14/2017 - 07/16/2021

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 05/22/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/23/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Scott Masin.
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