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Matthew Taylor Werner

Rsw Investments

Summit, NJ

CRD 5649837

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Employer firm

Rsw Investments CRD 302023

$2.30B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Rsw Investments

47 Maple Street Suite 304, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2019-05-28
  • NJ RA
    APPROVED
    Since 2019-05-28

Branch Locations

47 Maple Street Suite 304, Summit, NJ 07901 • 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
Rsw Investments, Llc Summit NJ 03/2005 04/2019
Rsw Investments Holdings, Llc Summit NJ 04/2019 Present
  • 03/2005 → 04/2019
    Rsw Investments, Llc
    Summit, NJ
  • 04/2019 → Present
    Rsw Investments Holdings, Llc
    Summit, NJ
Previous Registrations
  • 2018-03-22 → 2019-05-22
    Rsw Investments, Llc
    Summit, NJ
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

CONCORD MANAGEMENT SERVICES, LLC
CONVERSANT CAPITAL LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

Mark B. Lewis
DAVID MORRIS MARGOLIS
KENNETH ALAN FREELUND

Nearby Offices

CONCORD MANAGEMENT SERVICES, LLC · SUMMIT, NJ
CONVERSANT CAPITAL LLC · SUMMIT, NJ
J.P. MORGAN SECURITIES LLC · Summit, NJ

More in Summit, NJ

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