Sharon Kay Giuffre
Investment adviser representative at Mtc Wealth Management
11 yearsExperience
52 statesRegistered in
CFADesignation
$329MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Mtc Wealth ManagementJul 2024 to now
- Members Trust Company, FsbJul 2021 to now
- Mtc Wealth Management, LccJul 2021 to now
- Self-employedMay 2020 to Jun 2021
- Frost Investment Advisors,LLCFeb 2015 to Apr 2020
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 52 states (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VI, VT, WA, WI, WV, WY).
Mtc Wealth Management
Legal name: Mtc Wealth Management LLC
$329MAssets managed
2Clients
7Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1986086
- Firm CRD
- 305308