Matthew Kapetanakis

Financial advisor at Wells Fargo Advisors · Needham, MA

Last updated 2026-10-10

Claim your profile

Matthew Kapetanakis is a financial advisor at Wells Fargo Advisors in Needham, MA, CRD 7201722. Licenses and exams on the registration: Series 66. IAPD registration began 2021-01-21.

Registration

CRD number
7201722
Registration status
Active
IAPD registration
2021-01-21
Industry Experience
5 years
Work Experience
11 years
States registered
CT, TX

Licenses and exams

  • Series 66

Work history

  • 2019-11 to 2021-06 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Stoneham, MA
  • 2019-11 to 2021-06 · Bank of America, N.A. · Stoneham, MA
  • 2019-05 to 2019-11 · Unemployed · Westford, MA
  • 2015-09 to 2019-05 · Bryant University · Smithfield, RI
  • 2015-05 to 2018-09 · Red Tail Golf Club · Westfield, MA
  • 2021-07 to Present · Wells Fargo Advisors Financial Network, LLC · Needham, MA

Current employment

SEC IAPD record for Matthew Kapetanakis

Wells Fargo Advisors

Regulatory AUM
$252,251,271,984
Registered advisors
4,182
Offices
1,676
Clients per advisor
111.6 (Moderate)
Average AUM per client
$540.6K (Low)
High-net-worth client ratio
50.1% (High)

Wells Fargo Advisors: advisors, services and reported ETF investments

About

Matthew Kapetanakis is a financial advisor at Wells Fargo Advisors Financial Network, LLC, operating as Wells Fargo Advisors in Needham, MA. Reported securities licenses include Series 66. The latest record indicates 5 years of industry experience and 11 years of reported work history. Reported roles include Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., Unemployed, Bryant University, among others.

Wells Fargo Advisors' firm-level Form ADV reports 4,182 advisors across 1,676 offices; approximately 111.6 clients per advisor, average assets per client of $540,645, and regulatory AUM of $252.3B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by Wells Fargo Advisors on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Commissions

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Other Financial Product Salesperson
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Location

197 First Avenue, Needham, MA 02494

6 advisors at this office.

Wells Fargo Advisors office in Needham, MA

Open in Google Maps

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Matthew Kapetanakis?

Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.