Matthew
Stewart
Spc
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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
Services Offered
Fee Structure
Disclosures
Office Location
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Spc Brokerage Details
$4,557,672,608
705
25,865
$176,210
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Answer a few questions to get a personalized match.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
- Other
Matthew Stewart Work History
Matthew has 10 years of experience.
Parkland Securities
Spc
Sigma Financial Corporation
Disclosures
Matthew Stewart has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Spc
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Allen Park, MI
Gainesville, TX
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Ann Arbor, MI
Lisle, IL
Ann Arbor, MI
Irvine, CA
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 profile-compliance@smartasset.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.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.