Matthew
Landon
Napatree Capital LLC
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About this Advisor
Matthew Landon is a chartered financial analyst working out of Westerly, Rhode Island with 2 years of relevant experience. Landon is currently employed by Napatree Capital LLC. Over the course of their career, Landon has held roles at Lpl Financial, LLC, Napatree Capital LLC, T. Rowe Price Investment Services, Inc, Fusion Analytics Securities LLC, F-Squared Investments and Commonwealth Financial Network. Landon maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to serve investors in Rhode Island. Napatree Capital LLC is a financial advisory firm operating out of Westerly, RI. The firm has just five people on staff. It administers $170 million in assets among its 295 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 295 client accounts, 55% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fees largely are based on which services the firm provides the client. Fees billed by Napatree Capital LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Napatree Capital LLC Brokerage Details
$170,187,900
5
295
$576,908
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Matthew Landon Work History
Matthew has been registered as a financial advisor for 2 years.*
Napatree Capital LLC
Lpl Financial, LLC
Commonwealth Financial Network
Fusion Analytics Securities LLC
F-Squared Investments
T. Rowe Price 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 Landon 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 Napatree Capital LLC
Westerly, RI
Westerly, RI
Westerly, RI
Westerly, RI
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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