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Office: (530) 677-6001 or (916) 985-9559

ben@astutewealth.com 

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matthew@astutewealth.com

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3108 Ponte Morino Drive Suite 220   Cameron Park, CA 95982

Folsom Office

2600 E Bidwell St Suite 140   Folsom, CA 95630

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CHECK THE BACKGROUND OF YOUR FINANCIAL PROFESSIONAL ON FINRA'S BROKERCHECK.

securities america form crs

THE CONTENT IS DEVELOPED FROM SOURCES BELIEVED TO BE PROVIDING ACCURATE INFORMATION. THE INFORMATION IN THIS MATERIAL IS NOT INTENDED AS TAX OR LEGAL ADVICE. PLEASE CONSULT LEGAL OR TAX PROFESSIONALS FOR SPECIFIC INFORMATION REGARDING YOUR INDIVIDUAL SITUATION.

WE TAKE PROTECTING YOUR DATA AND PRIVACY VERY SERIOUSLY. AS OF JANUARY 1, 2020 THE CALIFORNIA CONSUMER PRIVACY ACT (CCPA) SUGGESTS THE FOLLOWING LINK AS AN EXTRA MEASURE TO SAFEGUARD YOUR DATA: DO NOT SELL MY PERSONAL INFORMATION.

ASTUTE WEALTH MANAGEMENT DISCLOSURE

SECURITIES ARE OFFERED THROUGH SECURITIES AMERICA, INC. MEMBER FINRA/SIPC. ADVISORY SERVICES OFFERED THROUGH SECURITIES AMERICA ADVISORS, INC. ASTUTE WEALTH MANAGEMENT AND SECURITIES AMERICA COMPANIES ARE NOT AFFILIATED. THIS WEBSITE IS NOT AN OFFER TO BUY OR A SOLICITATION TO SEE SECURITIES. BEN YOUNG, FINRA SERIES 6, 7, 63 AND 65. CALIFORNIA INSURANCE LICENSE: 0F03500.

IMPORTANT CONSUMER INFORMATION
A BROKER-DEALER, INVESTMENT FINANCIAL PROFESSIONAL, BD AGENT, OR IA REP MAY ONLY TRANSACT BUSINESS IN A STATE IF FIRST REGISTERED, OR IS EXCLUDED OR EXEMPT FROM STATE BROKER-DEALER, INVESTMENT ADVISER, BD AGENT, OR IA REGISTRATION REQUIREMENTS AS APPROPRIATE. FOLLOW-UP INDIVIDUALIZED RESPONSES TO PERSONS IN A STATE BY SUCH A FIRM OR INDIVIDUAL THAT INVOLVE EITHER EFFECTING OR ATTEMPTING TO EFFECT TRANSACTIONS IN SECURITIES, OR THE RENDERING OF PERSONALIZED INVESTMENT ADVICE FOR COMPENSATION, WILL NOT BE MADE WITHOUT FIRST COMPLYING WITH APPROPRIATE REGISTRATION REQUIREMENTS, OR AN APPLICABLE EXEMPTION OR EXCLUSION. FOR INFORMATION CONCERNING THE LICENSING STATUS OR DISCIPLINARY HISTORY OF A BROKER-DEALER, INVESTMENT, ADVISER, BD AGENT, OR IA REP, A CONSUMER SHOULD CONTACT HIS OR HER STATE SECURITIES LAW ADMINISTRATOR.