Matthew
Dewitt

Advisory Services Network

CRD#7202226
Investment Advisor
in Souderton, PA

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About this Advisor

Matthew Dewitt is a financial advisor based in Souderton, Pennsylvania, working with Advisory Services Network. Matthew has previously held positions at Mcadam, Degroff Financial, West Virginia University, Avalon Merchants, Nickum & Schneider Electric, Boardwalk Bar & Grill, Bucks County Community College, and Advisory Services Network, LLC. Matthew has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Matthew is part of Advisory Services Network, which operates out of Souderton, Pennsylvania. The firm has 84 offices and 215 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Advisory Services Network includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

751 Wambold Road Suite 2
Souderton, PA 18964

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Advisory Services Network Brokerage Details

Total Assets Under Management

$6,818,718,908

PA Average: $3,570,121,308
Total Number of Employees

215

PA Average: 58
Total Number of Accounts

24,286

PA Average: 1,608
Average Account Size

$280,767

PA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Matthew Dewitt Work History

2020 - Present (4 years)

Advisory Services Network, LLC

2018 - 2020 (2 years)

Mcadam

2018 - 2018 (< 1 year)

Degroff Financial

2017 - 2017 (< 1 year)

Avalon Merchants

2016 - 2016 (< 1 year)

Nickum & Schneider Electric

2015 - 2018 (3 years)

West Virginia University

2015 - 2015 (< 1 year)

Boardwalk Bar & Grill

2013 - 2015 (2 years)

Bucks County Community College

Disclosures

Please visit the SEC profile of Matthew Dewitt 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 Advisory Services Network

Richard Austin
Merrimack, NH
Nicole Horsch
Atlanta, GA
Edward Egliskis
San Antonio, TX
Dudley Whitlock
Landrum, SC
Michael Miller
Mequon, WI
Matthew Lichtman
Atlanta, GA
Penny Mccall
Atlanta, GA
Miao Zhu
Tampa, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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