Matthew Scott Patterson

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 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

• 05/2025 → Present
  Newedge Securities
  Pittsburgh, PA
• 07/2017 → 02/2026
  Ignition Creative Llc
  London
• 11/2014 → 07/2017
  Team Whistle
  New York, NY
• 05/2025 → Present
  Newedge Advisors, Llc
  New Orleans, LA

Other Businesses

1. NewEdge Advisors, LLC - DBA Pacific Pointe Advisors; Investment related; Seal Beach, CA; Start date 05/2026; 160 total hours; 160 trading hours; Investment Advisor Representative

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-07-09
• S65 Uniform Investment Adviser Law Examination
  2026-03-11

Other Names

• Matt Patterson