MN
MN

Matthew Nieschwitz

6 Years of Experience
Canton, OH
Broker

Matthew Nieschwitz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Canton, OH, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

4158 Munson Street N.W., Canton, OH, 44718

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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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Other Business Activities

Matthew works as an associate/employee for PortfolioVision, a support company. This takes about half of Matthew's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2023 - Present · 2 yrs 8 mos
Raymond James Financial Services, INC.Broker
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Key Investment Services LLCBroker
October 2019 - January 2020 · 3 mos
Citizens Securities, INC.Broker
March 2019 - September 2019 · 6 mos
State Registrations15 states
CACOFLKYMAMIMNMONJNYOHPASCTNVA
AdvisorBrokerBoth

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.