ME
CFA
ME
CFA
Matthew Epstein is a CFA-designated registered investment advisor at Newstead Capital Management, based in South Orange, NJ, with 1 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 5 clients with $2.7M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$2.7M
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Location
South Orange, NJ
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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.
Learn about disclosures →Employment History
Current Registrations
Newstead Capital Management
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Newstead Capital Management
February 2025 - August 2025 · 6 mos
State Registrations1 state
NJ
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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