Matthew Newman
Matthew Newman is a registered investment advisor at Wells Fargo Advisors, based in Seattle, WA, with 19 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
999 3rd Ave, [Wv-Rbo], Seattle, WA, 98104
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2011Other Business Activities
Matthew owns 1333 LLC with his spouse, holding real estate in Bellevue, WA, and owns rental property in Honolulu, HI. These activities are investment-related and require minimal time.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations21 states
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
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