Matthew Landon (CRD# 2557496) is an Investment Advisor Representative working at Napatree Capital LLC in Westerly, RI and has over 29 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 5430557
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Napatree Capital LLC | Providence, RI | Jan 2021 - Current | 3 |
| Lpl Financial, LLC | Springfield, MA | Mar 2020 - Dec 2020 | < 1 |
| Commonwealth Financial Network | Waltham, MA | Feb 2016 - Mar 2020 | 4 |
| Fusion Analytics Securities LLC | New York, NY | May 2015 - Feb 2016 | < 1 |
| F-squared Investments | Wellesley, MA | Sep 2013 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
- RI
-
Total Assets Under Management157MILLIONS
-
Total Number of Accounts308ACCOUNTS
-
Average Account Value$509,220
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CT, MA, NH, RI, TX
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