Napatree Capital LLC
Answer a few questions and
get matched with an advisor.
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
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Napatree Capital LLC Brokerage Details
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
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.
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
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 firstname.lastname@example.org.
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. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.