Matthew
Merwin

Financial Management Network Inc

CRD#1142898
Investment Advisor
in Orlando, FL
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About this Advisor

Matthew Merwin is a certified financial planner located in Orlando, Florida. Currently a registered advisor with Financial Management Network Inc, they have accumulated an impressive 27 years of work experience as a financial advisor. Merwin has a Series 63 license, certifying the advisor as a securities representative. Merwin is able to work with investors in California and Texas. Throughout their career, they have worked at Financial Management Network Inc and Fmn Capital Coproration. Financial Management Network Inc is headquartered in Orlando, Florida. In total, Financial Management Network Inc manages $781 million in assets across 3,328 accounts and employs 19 staff members. The level of assets currently under the firm's management makes it one of the larger financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 2% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Financial Management Network Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

27 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

9916 Lone Tree Lane
Orlando, FL 32836

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Financial Management Network Inc Brokerage Details

Total Assets Under Management

$781,364,079

FL Average: $7,578,581,321
Total Number of Employees

19

FL Average: 43
Total Number of Accounts

3,328

FL Average: 3,727
Average Account Size

$234,785

FL Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Matthew Merwin Work History

Matthew has 27 years of experience.

1995 - Present (24 years)

Fmn Capital Coproration

1991 - Present (28 years)

Financial Management Network Inc

Disclosures

Matthew Merwin has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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