MM
CFP
MM
CFP

Matthew Scott Merwin

42 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,334 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$50K
Minimum Annual Fee:$1,000
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Location

9916 Lone Tree Lane, Orlando, FL, 32836

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Matthew owns 55% of FMN Centerpoint, LLC, a commercial real estate company, and 50% of Realty Wealth Solutions, a realty services company. He also serves as a special trustee for the Baughman Opportunity trust and has life, disability, property, and casualty insurance licenses.

Employment History
Current Registrations
Fmn Capital CorporationBroker
June 1995 - Present · 30 yrs 8 mos
Financial Management Network INC
February 1992 - Present · 34 yrs
Previous Registrations
Sunamerica Securities, INC.Broker
March 1991 - June 1995 · 4 yrs 3 mos
Financial Network Investment CorporationBroker
February 1989 - February 1991 · 2 yrs
Pml Securities CompanyBroker
June 1983 - March 1989 · 5 yrs 9 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.