Unclaimed Profile

Matthew Russell Landon

NAPATREE CAPITAL LLC·WESTERLY, Rhode Island

SIE, Series 6, Series 7, Series 63, Series 66CFAClean record10 years registeredNAPATREE CAPITAL LLC

90 BEACH STREET, WESTERLY, RI 02891CRD# 2557496Firm CRD# 292776

Profile Verification

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

Identity

Matthew Russell Landon · WESTERLY, RI

Registration

CRD #2557496 · NAPATREE CAPITAL LLC · 10 years registered

Brand Profile

Not yet started

Career History

BRADLEY FOSTER & SARGENT INC

May 2025 – present

NAPATREE CAPITAL LLC

Jan 2021 – present

LPL FINANCIAL LLC

Apr 2020 – Jan 2021

SPRINGFIELD, MA

COMMONWEALTH FINANCIAL NETWORK

Feb 2016 – Mar 2020

EAST LONGMEADOW, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · February 23, 2016

Years registered · 10

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NAPATREE CAPITAL LLC

CRD 292776 · SEC 801-120842

AUM

$157M

Regulatory assets under management

Employees

308 client accounts

Services offered by NAPATREE CAPITAL LLC

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 NAPATREE CAPITAL LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Russell Landon offer?

Matthew Russell Landon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTERLY, Rhode Island for a consultation.

What are Matthew Russell Landon's credentials?

Matthew Russell Landon holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew Russell Landon located?

Matthew Russell Landon is based in WESTERLY, Rhode Island, working with NAPATREE CAPITAL LLC. Their office serves clients in the WESTERLY metropolitan area and surrounding communities.

How does Matthew Russell Landon charge for services?

Matthew Russell Landon'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 NAPATREE CAPITAL LLC?

NAPATREE CAPITAL LLC has approximately 6 employees and manages $157M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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