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.
CRD# 6160017
Securian Financial Services, Inc.
CRD# 2811837
Certified Advisory Corp
CRD# 6069631
Wells Fargo Clearing Services, LLC
| 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 |
- FL
-
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
- Other
CA, FL, NY, TX
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.