Matthew Brown has been Vice President of Financial Planning of Mascagni Wealth Management since January 2010, is not listed as a control person, but directly owns under 5% of the firm. Matthew Brown holds a B.S. in Business Administration with Honors from Mississippi College.
Mascagni Wealth Management, Inc. is a Clinton, MS firm with $425M under management, 736 clients and 4 advisers in one office, as of its August 2026 filing.
Matt Brown is Vice President, Financial Planning of Mascagni Wealth Management. He has been a financial advisor with the firm since 1996. As Vice President, he works closely with clients to create detailed financial plans and investment analysis, including investment strategies, retirement solutions, estate planning and regular portfolio reviews.
- – present · 14 yearsClinton, MS · Adviser representative · Firm CRD 115046
Professional designations
Listed by Mascagni Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Matthew Brown is registered as an investment adviser representative in 2 states. The first approvals date from June 2012; the most recent is Louisiana, in October 2012.
- LouisianaSince 16 October 2012
- MississippiSince 15 June 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 23 April 1997 |
| Series 7 | General Securities Representative Examination | 14 March 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Patrick Brown
- CRD
- 2848369
- Firm
- Mascagni Wealth Management · CRD 115046
- Role
- Vice President of Financial Planning
- Office
- 205 E. MAIN STREET, Clinton, MS 39056
- Registration
- Investment adviser registration
- In the industry since
- March 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mascagniwealth.com
Where does Matthew Brown work?
Matthew Brown has been Vice President of Financial Planning of Mascagni Wealth Management, Inc. since January 2010.
Is Matthew Brown a financial advisor?
Yes. Matthew Brown has a current investment-adviser registration in Louisiana and Mississippi, through Mascagni Wealth Management since June 2012.
How many years of experience does Matthew Brown have?
Matthew Brown has 29 years in the financial industry, since March 1997, across 1 adviser firm.
What exams has Matthew Brown passed?
Matthew Brown has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in March 1997. FINRA credited Matthew Brown with the SIE, which began in October 2018.
Where did Matthew Brown work before Mascagni Wealth Management?
Before Mascagni Wealth Management, Matthew Brown was registered through Mascagni Wealth Management, September 2001 to May 2012.
Where is Matthew Brown based?
Matthew Brown’s registered office is in Clinton, MS.
Is Matthew Brown registered with FINRA?
No. Matthew Brown has no current broker registration.
Is Matthew Brown a CFP?
Mascagni Wealth Management lists Matthew Brown with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Matthew Brown’s record?
Search CRD 2848369 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Brown’s full registration record.
