MG
CFP
MG
CFP

Matthew Garnett

18 Years of Experience
Westport, CT
1 DisclosureBroker

Matthew Garnett is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Westport, CT, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

285 Riverside Avenue, Suite 205, Westport, CT, 06880

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History

Regulatory History (1)
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Customer Dispute
March 2013
Denied
Other Business Activities

Matthew is a business owner of Audaz, Inc., developing a VR self-help application, though it's currently inactive, and spends minimal time on it. He is also a partner in X9 Holdings, LLC, a partnership holding illiquid shares of defunct companies, which is also currently inactive, and spends minimal time on it.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
June 2019 - Present · 6 yrs 11 mos
Raymond James & Associates, INC.
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
March 2008 - June 2019 · 11 yrs 3 mos
UBS Financial Services INC.Broker
March 2008 - June 2019 · 11 yrs 3 mos
State Registrations31 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.