Matthew Lewis (CRD# 7501123) is an Investment Advisor Representative working at Commonwealth Financial Network in Montrose, PA and has 1 year of experience in the finance industry.
CRD# 4349306
Lpl Financial LLC
CRD# 2924528
Stone House Investment Management, LLC
CRD# 7012795
Capstone Wealth Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sterling Wealth Management | Montrose, PA | Feb 2022 - Current | 2 |
| Commonwealth Financial Network | Waltham, MA | Feb 2022 - Current | 2 |
| Nbt Bank | Norwich, NY | Mar 2019 - Jan 2022 | 2 |
| Nbt Bank | Norwich, NY | Jun 2018 - Feb 2019 | < 1 |
| Union College | Schenectady, NY | Aug 2017 - Jun 2018 | < 1 |
| Union College | Schenectady, NY | Sep 2014 - Jun 2018 | 3 |
| Hudson Partners Development | Schenectady, NY | Jan 2018 - Mar 2018 | < 1 |
| Scranton/wilkes-barre Railriders | Wilkes-barre, PA | Jun 2017 - Aug 2017 | < 1 |
| Union College | Schenectady, NY | Aug 2015 - Jun 2017 | 1 |
| Brinker Capital | Berwyn, PA | Jun 2016 - Aug 2016 | < 1 |
| Legacy Lawn And Landscaping | Montrose, PA | May 2010 - May 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- CT
- PA
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- 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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