Matthew Spencer Savloff
Investment adviser representative at Wells Fargo Investment Institute, Inc.
10 yearsExperience
1 stateRegistered in
$43BFirm assets
21 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Wells Fargo Investment Institute, Inc.Dec 2025 to now
- Wells FargoJul 2024 to Dec 2025
- J.P. Morgan ChaseJun 2023 to Aug 2023
- U.S. Department of Homeland SecurityJan 2023 to May 2025
- Rutgers Student Activity CenterJan 2023 to May 2024
- YmcaNov 2021 to Jan 2023
- Rutgers UniversitySep 2020 to May 2024
- North Caldwell Recreation DepartmentJun 2019 to Aug 2019
- James Caldwell High SchoolSep 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
Wells Fargo Investment Institute, Inc.
$43BAssets managed
12,216Clients
52Advisers
21 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
- 7971156
- Firm CRD
- 133204