Matthew Stewart, financial advisor Belmont CA

Matthew Stewart

CRD Number: 7340091
Current Firm: Finsie

Matthew Stewart (CRD# 7340091) is an Investment Advisor Representative working at Finsie in Belmont, CA and has 1 year of experience in the finance industry.

Similar Advisors
William Browne, financial advisor Belmont CA
William S. Browne
CRD# 4461199
Monetary Management Corporation
Similar Advisors
Scott Yi, financial advisor Belmont CA
Scott A. Yi
CRD# 4983680
Perigon Wealth Management, LLC
Similar Advisors
Theodore Lew, financial advisor Belmont CA
Theodore D. Lew
CRD# 3262592
Captrust
Company Name Location Dates Years
Finsie Finance, LLC Belmont, CA Feb 2021 - Current 3
Finsie, Company Belmont, CA Apr 2020 - Current 4
Quinstreet Foster City, Ca, CA Nov 2018 - Feb 2020 1
Lendingtree Burlingame, Ca, CA Sep 2016 - Nov 2018 2
Nerdwallet San Francisco, CA Mar 2016 - Sep 2016 < 1
Bandpage San Francisco, CA Sep 2014 - Feb 2016 1
Hightail Campbell, CA Jul 2013 - Sep 2014 1

Matthew Stewart has no recent exams reported.
Contact Info for Matthew D. Stewart
Phone Number: 650-262-1863
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States

CA, LA, NE, NH, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.