Matthew William Norwood

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2014 → Present
  The Vanguard Group
  Malvern, PA
• 01/2018 → Present
  Lincoln Investment
  Fort Washington, PA
• 01/2018 → Present
  Capital Analysts
  Wayne, PA

Other Businesses

CENTER FOR PROFESSIONAL EDUCATION INC. POSITION: Seminar Instructor NATURE: Continuing Education Seminar INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 08/14/2019 ADDRESS: 370 Reed Road, Suite 227, Broomall PA 19008, United States DESCRIPTION: I lead an 8 hour financial planning CE course using material provided by CPE Inc. INSURANCE POSITION: Sole proprietor/Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 04/23/2018 ADDRESS: 150 N. Radnor Chester Rd, F-200, Radnor PA 19087, United States DESCRIPTION: I sell life insurance, long term care insurance, disability insurance, and annuities to clients. BLOOMINGDALE WEALTH MANAGEMENT LLC POSITION: Owner NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/19/2018 ADDRESS: 150 N. Radnor Chester Rd, F-200, Radnor PA 19087, United States DESCRIPTION: DBA for Lincoln Business. I sell insurance products under this DBA - Life insurance, Disability Insurance, Long-term care insurance. I also sell fixed annuities.

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-02-19

Designations

• Certified Financial Planner

Other Names

• Matt Norwood