Matthew Meyer, financial advisor Lake Mary FL

Matthew Meyer

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Matthew E. Meyer
Phone Number: 407-333-2905
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States


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