Matthew Newman, financial advisor Dunkirk NY

Matthew Newman

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Matthew Newman
Phone Number: 713-789-7122
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    3,110
    MILLIONS
  • Total Number of Accounts
    15,664
    ACCOUNTS
  • Average Account Value
    $198,572
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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