Matthew
Stewart

Spc

CRD#4400119
Investment Advisor
in Ann Arbor, MI

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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

Series 63, Series 65

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

300 Parkland Plaza
Ann Arbor, MI 48103

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Spc Brokerage Details

Total Assets Under Management

$4,557,672,608

MI Average: $943,424,332
Total Number of Employees

705

MI Average: 21
Total Number of Accounts

25,865

MI Average: 1,586
Average Account Size

$176,210

MI Average: $594,845

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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
  • Other

Matthew Stewart Work History

Matthew has 10 years of experience.

2018 - Present (4 years)

Parkland Securities

2010 - Present (12 years)

Spc

2010 - 2017 (7 years)

Sigma Financial Corporation

Disclosures

Matthew Stewart has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Spc

Robert Wilber
Elyria, OH
Gregory Genter
Allen Park, MI
Thomas Schalk
Gainesville, TX
James Sadek
Austin, TX
Stacy Talarico
Ann Arbor, MI
Craig Freund
Lisle, IL
Brandon Grammatico
Ann Arbor, MI
Brandon Konda
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.

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