Unclaimed Profile

Gary Edward Mathews

NATIONAL WEALTH MANAGEMENT GROUP, LLC·CINCINNATI, Ohio

SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 65, Series 6619 years registeredNATIONAL WEALTH MANAGEMENT GROUP, LLC

11260 CHESTER ROAD, CINCINNATI, OH 45246-0002CRD# 1548155Firm CRD# 174883

Profile Verification

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

Identity

Gary Edward Mathews · CINCINNATI, OH

Registration

CRD #1548155 · NATIONAL WEALTH MANAGEMENT GROUP, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NATIONAL WEALTH MANAGEMENT GROUP, LLC

NATIONAL WEALTH MANAGEMENT GROUP, LLC

May 2015 – Dec 2021

CINCINNATI, OH

LPL FINANCIAL LLC

Jun 2008 – Feb 2019

CINCINNATI, OH

INVESTMENT ADVISORS INTERNATIONAL, INC.

Jun 2007 – May 2008

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Series 65

Series 66

Registration record

First registered · June 25, 2007

Years registered · 19

Disclosure History

2022Customer Dispute·Settled

2005Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

NATIONAL WEALTH MANAGEMENT GROUP, LLC

CRD 174883 · SEC 801-80983

AUM

$297M

Regulatory assets under management

Employees

2,242 client accounts

Services offered by NATIONAL WEALTH MANAGEMENT GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

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

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at NATIONAL WEALTH MANAGEMENT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Gary Edward Mathews offer?

Gary Edward Mathews specializes in Financial Planning, Investment Management, Wealth Management.

What are Gary Edward Mathews's credentials?

Gary Edward Mathews is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary Edward Mathews located?

Gary Edward Mathews is based in CINCINNATI, Ohio, last registered with NATIONAL WEALTH MANAGEMENT GROUP, LLC.

How does Gary Edward Mathews charge for services?

Gary Edward Mathews's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NATIONAL WEALTH MANAGEMENT GROUP, LLC?

NATIONAL WEALTH MANAGEMENT GROUP, LLC has approximately 19 employees and manages $297M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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