About this Advisor
Matthew Stewart is a financial advisor working out of Ann Arbor, Michigan, who has been in the advisory business for 10 years. Stewart is an employee of Spc. The advisor has gained experience at Sigma Financial Corporation, Parkland Securities and Spc. Stewart holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Idaho, Illinois and Utah. Spc is an advisory company operating out of Ann Arbor, Michigan. It has offices in 464 locations and a total of 705 people on staff. It manages $5 billion in assets among its 25,865 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 13 charities and foundations. Of its 25,865 client accounts, just 9% belong to high-net-worth clients who have at least $1 million in investable assets. Spc performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advisory services largely depend on which services are provided. Fee types billed by Spc can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Spc Brokerage Details
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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
- Selection of other advisers
- Educational seminars/workshops
Matthew Stewart Work History
Matthew has 10 years of experience.
Sigma Financial Corporation
Matthew Stewart has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Spc
Allen Park, MI
Ann Arbor, MI
Ann Arbor, MI
The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.