Matthew Kusto
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 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
11 years in the industry.
- Wells Fargo Advisors Financial Network LLCAug 2026 to now
- Wells Fargo Clearing Services, LLCDec 2024 to now
- US Tech Solutions IncDec 2024 to now
- UnemployedAug 2024 to Dec 2024
- PrinceperelsonJun 2024 to Aug 2024
- AmazonOct 2022 to Jul 2023
- Mt. San Jacinto CollegeJun 2022 to May 2024
- UnemployedMar 2022 to Jun 2022
- Falcon Wealth PlanningMay 2021 to Aug 2021
- University of California, RiversideOct 2020 to Mar 2022
- Mt. San Jacinto CollegeAug 2016 to May 2020
- Kusto Enterprise, Inc.Jul 2015 to Jul 2024
- Western Center AcademyJan 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 7947569
- Firm CRD
- 19616