Matthew Patrick Brown
Investment adviser representative at Mascagni Wealth Management, Inc.
29 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$424.5MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- Mascagni Wealth Management, Inc.Jan 2010 to now
- Investacorp, Inc.Jan 1997 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 2 states (LA, MS).
Mascagni Wealth Management, Inc.
$424.5MAssets managed
736Clients
3Advisers
9 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
- 2848369
- Firm CRD
- 115046