Matthew Merwin, financial advisor Orlando FL
96 score

Matthew Merwin

CRD Number: 1142898
Current Firm: Financial Management Network Inc.

Matthew Merwin (CRD# 1142898) is an Investment Advisor Representative working at Financial Management Network Inc. in Orlando, FL and has over 26 years of experience in the finance industry. Matthew Merwin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fmn Capital Coproration Laguna Hills, CA Jan 1995 - Current 21
Financial Management Network Inc. Laguna Hills, CA Nov 1991 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1990
Contact Info for Matthew S. Merwin
Phone Number: 949-455-0300
Firm Website:
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
Types of Clients
Registered States


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

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