Matthew Montenero has been Principal and CCO of MK3 Wealth since October 2019, is a control person of the firm and directly owns 75% or more of it. Matthew Montenero holds a BS in Finance from Monmouth University and an MBA from Monmouth University.
MK3 Wealth LLC is a Cherry Hill, NJ firm with $113M under management, 85 clients and 3 advisers in one office, as of its July 2026 filing.
Matthew S. Montenero is Founder and President of MK3 Wealth, LLC, based in Cherry Hill, NJ. He started the firm after 18 years with Wells Fargo Advisors and its predecessor firms. He often takes the role of personal CFO, bringing together tax and legal professionals to address clients' complex needs. He serves on the Supreme Court of NJ District IIIB Ethics Committee for Burlington County.
Matthew Montenero’s longest registration was 11 years at Wells Fargo Clearing Services, LLC (2008–2019). Before joining MK3 Wealth in 2019, Matthew Montenero was registered through Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc.
- Wells Fargo Clearing Services, LLC– · 11 yearsMarlton, NJ · Adviser representative · Firm CRD 19616
- A. G. Edwards & Sons, Inc.– · 3 yearsMarlton, NJ · Adviser representative · Firm CRD 4
Professional designations
Listed by MK3 Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Matthew Montenero is registered as an investment adviser representative in New Jersey, since October 2019.
- New JerseySince 11 October 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 13 April 2018 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 6 September 2017 |
| Series 66 | Uniform Combined State Law Examination | 30 March 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 April 2001 |
| Series 7 | General Securities Representative Examination | 9 April 2001 |
| Series 65 | Uniform Investment Adviser Law Examination | 19 May 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 September 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Matthew Scott Montenero
- CRD
- 2393967
- Firm
- MK3 Wealth · CRD 305760
- Role
- Principal and CCO
- Office
- 1800 CHAPEL AVENUE WEST, SUITE 340, Cherry Hill, NJ 08002
- Registration
- Investment adviser registration
- In the industry since
- July 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mk3wealth.com
Where does Matthew Montenero work?
Matthew Montenero has been Principal and CCO of MK3 Wealth LLC since October 2019, and is a control person of the firm.
Is Matthew Montenero a financial advisor?
Yes. Matthew Montenero has a current investment-adviser registration in New Jersey, through MK3 Wealth since October 2019.
How many years of experience does Matthew Montenero have?
Matthew Montenero has 26 years in the financial industry, since July 2000, across 3 adviser firms.
What exams has Matthew Montenero passed?
Matthew Montenero has passed 7 licensing exams: the Series 6, Series 65, Series 7, Series 63, Series 66, Series 10 and Series 9. The earliest, the Series 6, was passed in September 1993. FINRA credited Matthew Montenero with the SIE, which began in October 2018.
Where did Matthew Montenero work before MK3 Wealth?
Before MK3 Wealth, Matthew Montenero was registered through Wells Fargo Clearing Services, LLC, January 2008 to October 2019; A. G. Edwards & Sons, Inc., March 2004 to January 2008.
Where is Matthew Montenero based?
Matthew Montenero’s registered office is in Cherry Hill, NJ.
Is Matthew Montenero registered with FINRA?
No. Matthew Montenero has no current broker registration.
Is Matthew Montenero a CFP?
MK3 Wealth lists Matthew Montenero with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Matthew Montenero’s record?
Search CRD 2393967 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Montenero’s full registration record.