Matthew Joseph Mirabella
Investment adviser representative at Ae Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$49.8BFirm assets
10 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
- Seminars and workshops
Experience
13 years in the industry.
- Tax Smart, LLC - Independent ContractorAug 2026 to now
- Ae Wealth Management, LLCMar 2026 to now
- Scott Tucker Solutions, Inc.Feb 2026 to now
- Equitable Advisors LLCAug 2023 to Mar 2026
- UnemployedMay 2023 to Jul 2023
- Lakeshore BeverageDec 2022 to Jan 2023
- Lakeshore BeverageMay 2022 to Aug 2022
- Bettenhausen Chrysler/dodge/jeep/ramJun 2021 to Jan 2022
- UpsJun 2021 to Jun 2021
- Walmart - Spark Delivery (self-employed & Part-time)Sep 2020 to Apr 2023
- Dick's Sporting GoodsJun 2020 to Jun 2021
- StudentApr 2013 to May 2023
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
Ae Wealth Management, LLC
$49.8BAssets managed
128,073Clients
464Advisers
10 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
- 7789279
- Firm CRD
- 282580