Matthew James Nieschwitz

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 12/2017
  Full-Time Education
  Columbus, OH
• 07/2017 → 05/2018
  Pnc Bank
  Columbus, OH
• 05/2018 → 12/2018
  Pnc Bank
  Hartville, OH
• 01/2019 → 09/2019
  Citizens Bank
  Canton, OH
• 01/2019 → 09/2019
  Citizens Securities, Inc.
  Canton, OH
• 09/2019 → 01/2020
  Key Investment Services
  Pepper Pike, OH
• 09/2019 → 01/2020
  Keybank
  Akron/Canton, OH
• 01/2020 → Present
  Raymond James Financial Services, Inc
  Canton, OH
• 08/2023 → Present
  Raymond James Financial Services Advisors, Inc
  Canton, OH

Other Businesses

(1)Name of Business: PortfolioVision Address: 4158 Munson St NW, Canton, OH, 44718, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is a 6JY support company

Exams

• S66 Uniform Combined State Law Examination
  2023-04-14
• S63 Uniform Securities Agent State Law Examination
  2019-04-01

Designations

• Certified Financial Planner