Matthew Newman (CRD# 7443215) is an Investment Advisor Representative working at Next Financial Group, Inc. in Dunkirk, NY and has over 2 years of experience in the finance industry.
CRD# 5116229
Lpl Financial LLC
CRD# 2583312
Hbks Wealth Advisors
CRD# 5368112
Hbks Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors. LLC | New York, NY | Sep 2021 - Current | 2 |
| Designer Pools | Dunkirk, NY | May 2018 - Nov 2021 | 3 |
| Diefenbach Water Systems | Silver Creek, NY | Feb 2021 - May 2021 | < 1 |
| Instacart | Fredonia, NY | Nov 2020 - May 2021 | < 1 |
| Suny-fredonia | Fredonia, NY | May 2019 - May 2021 | 2 |
| Crosby's | Dunkirk, NY | Jan 2021 - Mar 2021 | < 1 |
| Cellular Sales | Frednia, NY | Aug 2020 - Nov 2020 | < 1 |
| Domino's | Dunkirk, NY | Sep 2019 - May 2020 | < 1 |
| University Of Rochester | Rochester, NY | Aug 2017 - May 2019 | 1 |
| Unemployed | Silver Creek, NY | Jun 2017 - Aug 2017 | < 1 |
| Forestville High School | Forestville, NY | Aug 2013 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2021 |
- FL
- NY
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Total Assets Under Management3,522MILLIONS
-
Total Number of Accounts17,352ACCOUNTS
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Average Account Value$202,993
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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