Matthew Glatt (CRD# 4286863) is an Investment Advisor Representative working at Newedge Advisors in Milldale, CT and has over 23 years of experience in the finance industry. Matthew Glatt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newedge Advisors, LLC | New Orleans, LA | Jan 2024 - Current | < 1 |
| Nesso Accounting And Tax, LLC | Milldale, CT | Jan 2022 - Current | 2 |
| Nesso Wealth | Milldale, CT | Jan 2022 - Current | 2 |
| Nesso Insurance, LLC | Milldale, CT | Jan 2022 - Current | 2 |
| Flp Properties, LLC | Cheshire, CT | Oct 2012 - Current | 11 |
| Pbf Partnership, LLC | Naugatuck, CT | Jan 2009 - Current | 15 |
| Cwm, LLC | Cheshire, CT | Jan 2016 - Jan 2024 | 8 |
| Flp Insurance, LLC | Cheshire, CT | Feb 2021 - Jan 2022 | < 1 |
| Flp Financial Group | Cheshire, CT | Jul 2011 - Jan 2022 | 10 |
| Flp Accounting And Tax, LLC | Milldale, CT | Mar 2011 - Jan 2022 | 10 |
| Cetera Advisor Networks | El Segundo, CA | Nov 2020 - Nov 2020 | < 1 |
| Infinex Investments, Inc. | Meriden, CT | Nov 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2000 |
- CT
-
Total Assets Under Management18,432MILLIONS
-
Total Number of Accounts62,249ACCOUNTS
-
Average Account Value$296,108
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.