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Matthew James Dewitt

Advisory Services Network

Lansdale, PA

Atlanta, GA

CRD 7202226

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Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Advisory Services Network

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-09-23
  • PA RA
    APPROVED
    Since 2020-09-23

Branch Locations

1555 Bustard Road Suite 201, Lansdale, PA 19446 • United States

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mcadam Philadelphia PA 06/2018 08/2020
Degroff Financial Morgantown WV 02/2018 06/2018
West Virginia University Morgantown WV 09/2015 05/2018
Avalon Merchants Feasterville PA 05/2017 09/2017
Nickum & Schneider Electric Doylestown PA 04/2016 09/2016
Advisory Services Network, Llc Atlanta GA 09/2020 Present
  • 06/2018 → 08/2020
    Mcadam
    Philadelphia, PA
  • 02/2018 → 06/2018
    Degroff Financial
    Morgantown, WV
  • 09/2015 → 05/2018
    West Virginia University
    Morgantown, WV
  • 05/2017 → 09/2017
    Avalon Merchants
    Feasterville, PA
  • 04/2016 → 09/2016
    Nickum & Schneider Electric
    Doylestown, PA
  • 09/2020 → Present
    Advisory Services Network, Llc
    Atlanta, GA
Previous Registrations
Other Businesses

Independent Insurance Agent: 1555 Bustard Road, Suite 201, Lansdale, PA 19446, Sales of Life, Accident, & Health insurance policies. Assist clients with insurance needs, Devote 2 hours months. start 9/21/2020.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-14
  • S65 Uniform Investment Adviser Law Examination
    2019-11-14

View on SEC IAPD

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