Matthew Merwin is a CFP-designated registered investment advisor, based in Orlando, FL, with 42 years of industry experience.
Location
9916 Lone Tree Lane, Orlando, FL, 32836
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Regulatory History
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.
Learn about disclosures →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
Financial Management Network INC
Previous Registrations
Sunamerica Securities, INC.Broker
Financial Network Investment CorporationBroker
Pml Securities CompanyBroker
State Registrations51 states
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