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Mike Matteoni: $100K REIT Complaint Against MC2 Wealth Advisor

A recent investor complaint against Reno, Nevada financial advisor Mike Matteoni (CRD# 4177784) alleges that his investment advice resulted in six-figure damages. Financial Industry Regulatory Authority records show that he is registered as a broker and an investment advisor with Triad Advisors. He is a representative of MC2 Wealth Solutions.

Mr. Matteoni’s BrokerCheck report discloses one investor complaint. Filed in January 2024, it alleges that as a representative of Triad Advisors, he recommended an unsuitable real estate investment trust (REIT) product. The pending complaint alleges damages of $100,000.

MC2 Wealth Solutions’ website includes a profile of Mr. Matteoni which describes him as the firm’s co-founder. “Mike’s focus on investments is to present strategies that are risk appropriate and specifically tailored for each of his clients,” it states. “In all strategies, current income and future income, such as Social Security, play a part in designing a successful plan. He builds positive relationships based on effective communication, mutual trust, attention to detail and respect.”

According to the Financial Industry Regulatory Authority, Mike Matteoni holds 23 years of securities industry experience. Based in Reno, Nevada, he has been registered as a broker and an investment advisor with Triad Advisors since 2009. His past registrations include Securities America (Reno, Nevada; 2009), Brecek & Young Advisors (Reno, Nevada; 2007-2009), First Wall Street Corporation (Reno, Nevada; 2003-2006), and Edward Jones (St. Louis, Missouri; 2000-2003). His credentials include the passage of four securities industry qualifying exams: the General Securities Representative Examination, or Series 7; the Securities Industry Essentials Examination, or SIE; the Uniform Securities Agent State Law Examination, or Series 63; and the Uniform Combined State Law Examination, or Series 66. He is licensed in California, Colorado, Idaho, Nevada, South Dakota, and Texas. (Information current as of January 30, 2024.)

Carlson Law represents investors throughout the United States in claims against financial advisors and investment firms. If you or a loved one have suffered investment losses, please call us at 888-976-6111 or complete our contact form for a free and confidential consultation.

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