Matthew
Marengo

Sharebuilder 401K

CRD#7488771
Investment Advisor
in Seattle, WA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Matthew Marengo is a financial advisor operating out of Seattle, Washington with a total of 1 year of industry experience. Marengo is on the advisory team at Sharebuilder 401K. Throughout their career, Marengo has worked at University Of Puget Sound, Gunther'S Ice Cream, The Baseball Club Of Tacoma, Park Terrace Swim And Tennis Club, N/A and Sharebuilder 401K. Marengo maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Washington. Sharebuilder 401K is a registered investment company headquartered in Seattle, WA. Sharebuilder 401K provides a few services, such as pension consulting services and educational seminars. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fee types charged by Sharebuilder 401K can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

801 Second Ave Suite 1400
Seattle, WA 98104

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Sharebuilder 401K Brokerage Details

Total Number of Employees

30

WA Average: 46

Investment Advisory Services

  • Pension consulting services
  • Educational seminars/workshops

Matthew Marengo Work History

Matthew has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Sharebuilder 401K

2020 - 2020 (< 1 year)

The Baseball Club Of Tacoma

2018 - 2018 (< 1 year)

Park Terrace Swim And Tennis Club

2017 - 2021 (4 years)

University Of Puget Sound

2017 - 2018 (1 year)

Gunther'S Ice Cream

2010 - 2017 (7 years)

N/A

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Marengo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sharebuilder 401K

Sara Andres
Spearfish, SD
Paul Hopkins
Seattle, WA
Vince Hacut
Seattle, WA
Duncan Varela
Seattle, WA
Matthew Marengo
Seattle, WA
Steven Oneal
Woodlands, TX
James Shen
Seattle, WA
Cynthia Ghaffari
Seattle, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started