Matthew MeyerCRD Number: 3037038
Current Firm: Newport Group Securities, Inc.
Matthew Meyer (CRD# 3037038) is an Investment Advisor Representative working at Newport Group Securities, Inc. in Heathrow, FL and has over 18 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Alconbury Trust L.l.c
|Newport Group Securities, Inc.||Hopewell, FL||Jun 2008 - Current||8|
|The Newport Group, Inc.||Heathrow, FL||Jun 2008 - Current||8|
|Morgan Stanley & Company, Incorporated||Orlando, FL||Apr 2007 - May 2008||1|
|Morgan Stanley Dw, Inc.||Orlando, FL||Mar 2005 - Apr 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S65||NASAA Investment Advisors Law Examination||Sep 1998|
Total Assets Under Management23,100MILLIONS
Total Number of Accounts168ACCOUNTS
Average Account Value$137,500,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI