AdvisorOS Directory
Claim Profile
Unclaimed Profile
MM

Matthew Scott Merwin

FINANCIAL MANAGEMENT NETWORK INC·MISSION VIEJO, California
SIE, Series 7, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 99TOCFPClean record34 years registeredFINANCIAL MANAGEMENT NETWORK INC
26041 ACERO, MISSION VIEJO, CA 92691CRD# 1142898Firm CRD# 110454

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Scott Merwin · MISSION VIEJO, CA
Registration
CRD #1142898 · FINANCIAL MANAGEMENT NETWORK INC · 34 years registered
Brand Profile
Not yet started
01

Career History

FINANCIAL MANAGEMENT NETWORK INC
Feb 1992 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
Series 52TO
Series 53
Series 63
Series 99TO
Registration record
First registered · February 2, 1992
Years registered · 34
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINANCIAL MANAGEMENT NETWORK INC
CRD 110454 · SEC 801-40473
AUM
$1.8B
Regulatory assets under management
Employees
49
4,200 client accounts
Services offered by FINANCIAL MANAGEMENT NETWORK INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FINANCIAL MANAGEMENT NETWORK INC →
Introduction

Speak with Matthew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Matthew is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MISSION VIEJO?

Browse all registered financial advisors in MISSION VIEJO, California or claim this profile if it's yours.

Browse MISSION VIEJO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Matthew Scott Merwin offer?
Matthew Scott Merwin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MISSION VIEJO, California for a consultation.
What are Matthew Scott Merwin's credentials?
Matthew Scott Merwin holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Matthew Scott Merwin located?
Matthew Scott Merwin is based in MISSION VIEJO, California, working with FINANCIAL MANAGEMENT NETWORK INC. Their office serves clients in the MISSION VIEJO metropolitan area and surrounding communities.
How does Matthew Scott Merwin charge for services?
Matthew Scott Merwin's firm is compensated through percentage of aum, hourly charges, subscription fees, other: quarterly fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL MANAGEMENT NETWORK INC?
FINANCIAL MANAGEMENT NETWORK INC has approximately 49 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at FINANCIAL MANAGEMENT NETWORK INC

John J Merwin
MISSION VIEJO, CA
Jeffrey George Merwin
MISSION VIEJO, CA
Matthew Michael Merwin
MISSION VIEJO, CA
CFP

More Advisors in MISSION VIEJO, California

Craig Finch Cooper
RINCON PACIFIC MANAGEMENT INC·MISSION VIEJO, CA
Scott Douglas Walker
WALKER FINANCIAL ADVISORS, INC. DBA CALIFORNIA 457 BENEFITS·MISSION VIEJO, CA
Warren Boyd Isenberg
WALKER FINANCIAL ADVISORS, INC. DBA CALIFORNIA 457 BENEFITS·MISSION VIEJO, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile