Matthew NewmanCRD Number: 7443215
Current Firm: Next Financial Group, Inc.
Matthew Newman (CRD# 7443215) is an Investment Advisor Representative working at Next Financial Group, Inc. in Dunkirk, NY and has 1 year of experience in the finance industry.
Lpl Financial LLC
Hbks Wealth Advisors
Hbks Wealth Advisors
|Equitable Advisors. LLC||New York, NY||Sep 2021 - Current||< 1|
|Designer Pools||Dunkirk, NY||May 2018 - Nov 2021||3|
|Diefenbach Water Systems||Silver Creek, NY||Feb 2021 - May 2021||< 1|
|Instacart||Fredonia, NY||Nov 2020 - May 2021||< 1|
|Suny-fredonia||Fredonia, NY||May 2019 - May 2021||2|
|Crosby's||Dunkirk, NY||Jan 2021 - Mar 2021||< 1|
|Cellular Sales||Frednia, NY||Aug 2020 - Nov 2020||< 1|
|Domino's||Dunkirk, NY||Sep 2019 - May 2020||< 1|
|University Of Rochester||Rochester, NY||Aug 2017 - May 2019||1|
|Unemployed||Silver Creek, NY||Jun 2017 - Aug 2017||< 1|
|Forestville High School||Forestville, NY||Aug 2013 - Jun 2017||3|
|Unemployed||Silver Creek, NY||Jun 2013 - Aug 2013||< 1|
|Forestville Middle School||Forestville, NY||Aug 2010 - Jun 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2021|
Total Assets Under Management3,110MILLIONS
Total Number of Accounts15,664ACCOUNTS
Average Account Value$198,572
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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