Unclaimed Profile

Matthew Mahar Neyland

SK WEALTH MANAGEMENT, LLC·PROVIDENCE, Rhode Island

Series 3, Series 7, Series 65, Series 66Clean record26 years registeredSK WEALTH MANAGEMENT, LLC

50 HOLDEN ST, PROVIDENCE, RI 02908-5757CRD# 1184130Firm CRD# 109114

Profile Verification

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

Identity

Matthew Mahar Neyland · PROVIDENCE, RI

Registration

CRD #1184130 · SK WEALTH MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

SK WEALTH MANAGEMENT, LLC

Nov 2009 – present

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Apr 2000 – Feb 2005

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 65

Series 66

Registration record

First registered · April 6, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SK WEALTH MANAGEMENT, LLC

CRD 109114 · SEC 801-56304

AUM

$429M

Regulatory assets under management

Employees

326 client accounts

Services offered by SK WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SK WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Mahar Neyland offer?

Matthew Mahar Neyland specializes in Financial Planning, Investment Management. Contact their office in PROVIDENCE, Rhode Island for a consultation.

What are Matthew Mahar Neyland's credentials?

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

Where is Matthew Mahar Neyland located?

Matthew Mahar Neyland is based in PROVIDENCE, Rhode Island, working with SK WEALTH MANAGEMENT, LLC. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.

How does Matthew Mahar Neyland charge for services?

Matthew Mahar Neyland'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 SK WEALTH MANAGEMENT, LLC?

SK WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $429M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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