Matthews & Company Private Wealth Advisors LLC

Matthews & Company Private Wealth Advisors LLC (CRD# 166885) is a financial advisory firm headquartered in Cornelius, NC. They manage $485,890 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $97,178
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Matthews & Company Private Wealth Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
John K. Matthews
CRD#: 5495147
17819 Peninsula Club Drive N, Cornelius, NC 28031
93
Wealthminder
score

John Matthews (CRD# 5495147) is an Investment Advisor Representative working at Matthews & Company Private Wealth Advisors LLC in Cornelius, NC and has over 7 years of experience in the finance industry.

2
Michael S. Fedyshyn
CRD#: 6803187
1355 Greenwood Cliff, Suite 300a, Charlotte, NC 28204
90
Wealthminder
score

Michael Fedyshyn (CRD# 6803187) is an Investment Advisor Representative working at Matthews & Company Private Wealth Advisors LLC in Charlotte, NC and has 1 year of experience in the finance industry. Michael Fedyshyn 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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