Matthew
Nye

Avantax Advisory Services

CRD#4801144
Investment Advisor
in Bangor, ME

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About this Advisor

Matthew Nye is a financial advisor working in Bangor, Maine with 17 years of relevant experience. Nye is an employee of Avantax Advisory Services. Throughout their career, they have worked at Tmatt Tax, Avantax Investment Services, Inc, Avantax Advisory Services, Matthew And Amy Nye and Avantax Insurance Agency, LLC. Nye maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Maine. Avantax Advisory Services is a company that has its headquarters in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 financial advisors. It controls $31 billion in assets among its 123,393 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 123,393 customer accounts, just 6% are associated with high-net-worth individuals who have more than $1 million in assets. The firm provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fees typically vary depending on which services the firm provides the client. However, fee types billed by Avantax Advisory Services likely include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

257 Harlow St. Suite 202
Bangor, ME 04401

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

ME Average: $3,042,739,679
Total Number of Employees

2,433

ME Average: 49
Total Number of Accounts

123,393

ME Average: 2,315
Average Account Size

$250,972

ME Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Matthew Nye Work History

Matthew has been registered as a financial advisor for 17 years.*

2019 - Present (5 years)

Matthew And Amy Nye

2018 - Present (6 years)

Avantax Insurance Agency, LLC

2006 - Present (18 years)

Avantax Advisory Services

2004 - Present (20 years)

Tmatt Tax

2004 - Present (20 years)

Avantax Investment Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Nye to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Avantax Advisory Services

Alexander Folken
Fullerton, CA
Elisabeth Baldwin
Irving, TX
Travis Rivers
Mccordsville, IN
Brandon Melton
Irving, TX
Jeanne Helmar
Lansdale, PA
Rosa Rosales
Irving, TX
Andrew Smith
Gadsden, AL
Shane Ellingson
Irving, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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