Matthew James Boley
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
2 statesRegistered in
$252.3BFirm assets
26 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wells Fargo Advisors Financial Network, LLCJul 2026 to now
- Massmutual Life Insurance CoMar 2023 to Jul 2026
- MML Investors Services, LLCMar 2023 to Jul 2026
- Bank of America, N.A.Jul 2018 to Feb 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2016 to Feb 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 6294176
- Firm CRD
- 11025