Matthew J Nielsen

Current Employers

Employment History

• 06/2015 → 05/2020
  Stonecrest Advisors, Inc.
  Austin, TX
• 04/2015 → 05/2020
  Stonecrest Capital Markets, Inc.
  Austin, TX
• 05/2020 → 01/2022
  Benchmark Investments, Inc
  Stockbridge, GA
• 05/2020 → 01/2022
  Benchmark Advisory Services, Llc
  Stockbridge, GA
• 01/2022 → 03/2025
  Kingswood Wealth Advisors Llc
  Stockbridge, GA
• 05/2023 → 03/2025
  Kingswood Capital Partners, Llc
  New York, NY
• 03/2025 → Present
  Emerson Equity Llc
  San Mateo, CA

Previous Registrations

• 2022-01-03 → 2025-03-25
  Kingswood Wealth Advisors, Llc
  San Diego, CA
  New York, NY
• 2020-05-21 → 2022-01-03
  Benchmark Advisory Services, Llc
  San Diego, CA
• 2015-06-19 → 2020-05-28
  Stonecrest Advisors, Inc.
  Ridgewood, NJ
  Austin, TX
  Ridgewood, NJ
• 2011-07-01 → 2015-03-17
  Capital Guardian Wealth Management, Llc
  Ridgewood, NJ
• 2011-01-03 → 2011-07-05
  Prospera Financial Services, Inc.
  Ridgewood, NJ
  Dallas, TX
• 2010-05-25 → 2010-12-31
  Prospera Financial Services, Inc.
  Ridgewood, NJ
  Dallas, TX
• 2006-07-27 → 2010-05-28
  Cetera Investment Advisers Llc
  Westwood, NJ
  Ridgewood, NJ
  Ridgewood, NJ
• 2002-07-23 → 2004-04-05
  New Century Financial Group, Llc
  Princeton, NJ

Other Businesses

1) MATTHEW NIELSEN-INVESTMENT RELATED, 80 BUCKTHORN COURT, PARAMUS, NJ 07652, PRO ATHLETE DISABILITY INSURANCE, SELF EMPLOYED-OWNER, PROVIDE PROFESSIONAL ATHLETE DISABILITY INSURANCE TO PROFESSIONAL ATHLETES, PRIMARILY THOROUGHBRED JOCKEYS, WRITE LESS THAN 10 CASES PER YEAR., 5 HRS MONTHLY, 5 HRS DURING SECURITIES TRADING HOURS, 1999 2) NIELSEN CAPITAL, INC.-NOT INVESTMENT RELATED, 80 BUCKTHORN COURT, PARAMUS, NJ 07652, CORPORATION FOR ME TO RUN MY PERSONAL AND BUSINESS EXPENSES THROUGH., OWNER, I TRACK BUSINESS INCOME AND EXPENSES FOR PERSONAL USE., 5 HRS PER MONTH, 0 HRS DURING SECURITIES TRADING HOURS., 2023 3) SILVER FLOWER STABLES LLC-NOT INVESTMENT RELATED, 80 BUCKTHRON COURT, PARAMUS, NJ 07652, BREED AND RACE THOROUGHBRED HORSES, PARTNER, CURRENTLY BREED TWO THOROUGHBRED HORSES AND DECIDE WHETHER TO RACE OR SELL THE BABIES, CURRENTLY OWN ONE 3 YEAR OLD HORSE THAT RACES., 20 HRS MONTHLY, 5 HRS DURING SECURITIES TRADING HOURS, 2023 4) EMERSON FAMILY OFFICE-INVESTMENT RELATED, 40 WALL STREET, 28TH FLOOR, NEW YORK, NY 10005, DBA MARKETING VEHICLE THROUGH WHICH SECURITIES RELATED BUSINESS IS DONE THROUGH EMERSON EQUITY LLC., TEM MEMBER, IDENTIFY AND EVALUATE INVESTMENT OPPORTUNITES IN THE BEST INTERES OF MY CLIENTS, 20 HRS MONTH, 1 HR PER DAY DURING SECURITIES TRADING HRS, 03/2025 5) NORTHWOOD SCHOOL-NOT INVESTMENT RELATED, 92 NORTHWOOD ROAD, LAKE PLACID, NY 12946, PRIVATE PREPARATORY COEDUCATIONAL BOARDING SCHOOL, TRUSTEE-SERVE ON BOARD, WILL SERVE AS AN UNCOMPENSATED VOLUNTEER MEMBER OF NORTHWOOD SCHOOL'S BOARD OF TRUSTEES. ATTEND 4 REGULAR BOARD MEETINGS PER YEAR AND SERVE ON SUBCOMMITTEE, 10 HRS PER MONTH, 2-5 HRS PER MONTH DURING SECURITIES TRADING HOURS, 06/2026

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-08-23
• S63 Uniform Securities Agent State Law Examination
  1996-06-28

Other Names

• Matt Nielsen
• Matthew Nielsen