Unclaimed Profile

Matthew Edwin Meyer

NEWPORT GROUP CONSULTING, LLC·LAKE MARY, Florida

SIE, Series 7, Series 9, Series 10, Series 31, Series 63, Series 65Clean record23 years registeredNEWPORT GROUP CONSULTING, LLC

300 PRIMERA BLVD., LAKE MARY, FL 32746CRD# 3037038Firm CRD# 140944

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Edwin Meyer · LAKE MARY, FL

Registration

CRD #3037038 · NEWPORT GROUP CONSULTING, LLC · 23 years registered

Brand Profile

Not yet started

Career History

ASCENSUS BROKER DEALER SERVICES, LLC

Aug 2023 – present

NEWPORT GROUP CONSULTING, LLC

Apr 2017 – present

NYHART CONSULTING, LLC

Oct 2024 – Dec 2025

ORLANDO, FL

NEWPORT GROUP SECURITIES, INC.

Jul 2008 – Sep 2023

LAKE MARY, FL

MORGAN STANLEY & CO. INCORPORATED

Apr 2007 – Jun 2008

ORLANDO, FL

MORGAN STANLEY

May 2005 – Apr 2007

ORLANDO, FL

CHARLES SCHWAB & CO., INC.

Apr 2003 – Nov 2004

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 31

Series 63

Series 65

Registration record

First registered · April 1, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEWPORT GROUP CONSULTING, LLC

CRD 140944 · SEC 801-66908

AUM

$2.6B

Regulatory assets under management

Employees

706 client accounts

Services offered by NEWPORT GROUP CONSULTING, LLC

Per Form ADV

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at NEWPORT GROUP CONSULTING, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Edwin Meyer offer?

Matthew Edwin Meyer specializes in Retirement Planning, Wealth Management. Contact their office in LAKE MARY, Florida for a consultation.

What are Matthew Edwin Meyer's credentials?

Matthew Edwin Meyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Edwin Meyer located?

Matthew Edwin Meyer is based in LAKE MARY, Florida, working with NEWPORT GROUP CONSULTING, LLC. Their office serves clients in the LAKE MARY metropolitan area and surrounding communities.

How does Matthew Edwin Meyer charge for services?

Matthew Edwin Meyer's firm is compensated through percentage of aum, subscription fees, other: percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEWPORT GROUP CONSULTING, LLC?

NEWPORT GROUP CONSULTING, LLC has approximately 30 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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