Matthew Neyland, financial advisor Providence RI
96 score

Matthew Neyland

CRD Number: 1184130
Current Firm: Sk Wealth Management, LLC

Matthew Neyland (CRD# 1184130) is an Investment Advisor Representative working at Sk Wealth Management, LLC in Providence, RI and has over 21 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Skm Wealth Management, LLC Providence, RI Jun 2008 - Current 8
Scott & Stringfellow, Inc. Boston, MA Sep 2007 - Current 9
Barclays Capital Boston, MA Feb 2005 - Sep 2007 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 1995
S66 NASAA Uniform Combined State Law Examination Dec 1999
Contact Info for Matthew M. Neyland
Phone Number: 401-331-1575
Firm Website: http://skwealth.com
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    196
    MILLIONS
  • Total Number of Accounts
    198
    ACCOUNTS
  • Average Account Value
    $988,742
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 pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States

CA, FL, MA, NH, RI, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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