MG
MG

Matthew Garrett

34 Years of Experience
Orlando, FL
Broker

Matthew Garrett is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Orlando, FL, with 34 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

1000 Legion Pl Ste 1400, Orlando, FL, 32801

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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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Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
June 2025 - Present · 11 mos
Northwestern Mutual Investment Services, LLCBroker
June 2025 - Present · 11 mos
Previous Registrations
Charles Schwab & CO., INC.
January 2011 - May 2025 · 14 yrs 4 mos
Charles Schwab & CO., INC.
January 2008 - December 2010 · 2 yrs 11 mos
Charles Schwab & CO., INC.Broker
January 2003 - May 2025 · 22 yrs 4 mos
Charles Schwab & CO., INC.Broker
March 1992 - December 2002 · 10 yrs 9 mos
Edward D. Jones & CO., L.P.Broker
August 1991 - March 1992 · 7 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Matthew Garrett - Financial Advisor | TrueAdvisor