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 Lake Mary, FL and has over 23 years of experience in the finance industry.
Securian Financial Services, Inc.
Certified Advisory Corp
Wells Fargo Clearing Services, LLC
|Newport Group, Inc.||Walnut Creek, CA||Jan 2018 - Current||4|
|Newport Group Securities, Inc.||Lake Mary, FL||May 2017 - Current||5|
|Newport Group Consulting, LLC||Lake Mary, FL||May 2017 - Current||5|
|Newport Group, Inc.||Walnut Creek, CA||Jan 2017 - Jan 2018||1|
|Newport Group, Inc.||Walnut Creek, CA||Apr 2016 - Dec 2016||< 1|
|The Newport Group, Inc.||Heathrow, FL||May 2008 - Mar 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S65||NASAA Investment Advisors Law Examination||Sep 1998|
Total Assets Under Management29,227MILLIONS
Total Number of Accounts78ACCOUNTS
Average Account Value$374,701,509
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
CA, FL, NY, TX
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