Matthew Donald Pappas
Investment adviser representative at Cottonwood Wealth Strategies, LLC
16 yearsExperience
2 statesRegistered in
$279MFirm assets
5 yearsFirm in business
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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
- Pension consulting
Experience
16 years in the industry.
- Cottonwood Wealth Strategies, LLCOct 2020 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Feb 2021
- Wells Fargo Advisors LLCOct 2010 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Cottonwood Wealth Strategies, LLC
Legal name: Cottonwood Capital Advisors, LLC
$279MAssets managed
238Clients
2Advisers
5 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
- 5704052
- Firm CRD
- 311272