Matt Hostetter, financial advisor Newtown Square PA
89 score

Matt Hostetter

CRD Number: 6236544
Current Firm: Msi Financial Services, Inc.

Matt Hostetter (CRD# 6236544) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Newtown Square, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities Newtown, PA Jan 2015 - Current 1
Northwestern Mutual Investment Services, LLC Lancaster, PA Oct 2014 - Dec 2014 < 1
Northwestern Mutual Investment Services, LLC Pittsburgh, PA Feb 2014 - Dec 2014 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Aug 2013 - Dec 2014 1
Unemployed Pittsburgh, PA May 2013 - Jul 2013 < 1
The University Of Pittsburgh Pittsburgh, PA Aug 2009 - Apr 2013 3
Lancaster General Hospital Lancaster, PA Jun 2012 - Aug 2012 < 1
Pa Turnpike Commission Denver, PA May 2011 - Aug 2011 < 1
Lancaster Mennonite High School Lancaster, PA Aug 2005 - Jun 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2014
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Matt Hostetter
Phone Number: 800-638-8378
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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