Unclaimed Profile

Matthew Tyler Newton

PHYSICIAN WEALTH ADVISORS, INC.·SALT LAKE CITY, Utah

SIE, Series 6, Series 7, Series 9, Series 10, Series 63, Series 66Clean record30 years registeredPHYSICIAN WEALTH ADVISORS, INC.

310 EAST 4500 SOUTH, SALT LAKE CITY, UT 84107CRD# 2756792Firm CRD# 106043

Profile Verification

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

Identity

Matthew Tyler Newton · SALT LAKE CITY, UT

Registration

CRD #2756792 · PHYSICIAN WEALTH ADVISORS, INC. · 30 years registered

Brand Profile

Not yet started

Career History

STRATEGIC ADVISERS LLC

Mar 2025 – present

FIDELITY BROKERAGE SERVICES LLC

Jun 1996 – present

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Jul 2018 – Mar 2025

SALT LAKE CITY, UT

FIDELITY PERSONAL TRUST COMPANY, FSB

Aug 2005 – Mar 2007

SALT LAKE CITY, UT

STRATEGIC ADVISERS LLC

Jul 2001 – Jul 2018

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · June 19, 1996

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PHYSICIAN WEALTH ADVISORS, INC.

CRD 106043 · SEC 801-63664

AUM

$1.5B

Regulatory assets under management

Employees

6,048 client accounts

Services offered by PHYSICIAN WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PHYSICIAN WEALTH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Matthew Tyler Newton offer?

Matthew Tyler Newton specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Matthew Tyler Newton's credentials?

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

Where is Matthew Tyler Newton located?

Matthew Tyler Newton is based in SALT LAKE CITY, Utah, working with PHYSICIAN WEALTH ADVISORS, INC.. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Matthew Tyler Newton charge for services?

Matthew Tyler Newton's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PHYSICIAN WEALTH ADVISORS, INC.?

PHYSICIAN WEALTH ADVISORS, INC. has approximately 15 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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