Ian Matheson, financial advisor Fort Myers FL

Ian Matheson

CRD Number: 5503858
Current Firm: Carnegie Investment Counsel

Ian Matheson (CRD# 5503858) is an Investment Advisor Representative working at Carnegie Investment Counsel in Fort Myers, FL and has over 16 years of experience in the finance industry.

Similar Advisors
Soren Christensen, CFP®, CIMA®, ChFC®, financial advisor Fort Myers FL
Soren Christensen, CFP®, CIMA®, ChFC®
CRD# 5167067
Advanced Investment Management LLC
Similar Advisors
Albert Abdo, financial advisor Fort Myers FL
Albert Abdo
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Thomas Abood, financial advisor Fort Myers FL
Thomas G. Abood
CRD# 2305670
Truist Advisory Services, Inc.
Company Name Location Dates Years
Carnegie Investment Counsel Ft. Meyers, FL Jul 2019 - Current 4
Matheson Services LLC Estero, FL Jan 2008 - Dec 2019 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2008
Contact Info for Ian Matheson
Phone Number: 216-367-4114
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    4,520
    MILLIONS
  • Total Number of Accounts
    7,293
    ACCOUNTS
  • Average Account Value
    $619,724
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV

Ready to hire a financial advisor? Get competitive proposals from Ian Matheson and other 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.