Unclaimed Profile

Matthew Lee Neff

PETERSEN HASTINGS WEALTH ADVISORS, INC.·KENNEWICK, Washington

Series 65Clean record25 years registeredPETERSEN HASTINGS WEALTH ADVISORS, INC.

8203 W QUINAULT, KENNEWICK, WA 99336CRD# 4550161Firm CRD# 110952

Profile Verification

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

Identity

Matthew Lee Neff · KENNEWICK, WA

Registration

CRD #4550161 · PETERSEN HASTINGS WEALTH ADVISORS, INC. · 25 years registered

Brand Profile

Not yet started

Career History

PETERSEN HASTINGS WEALTH ADVISORS, INC.

Oct 2000 – present

CARLISLE SOCIAL INVESTMENTS, LLC

Oct 2002 – Dec 2003

KENNEWICK, WA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 30, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PETERSEN HASTINGS WEALTH ADVISORS, INC.

CRD 110952 · SEC 801-19727

AUM

$1.1B

Regulatory assets under management

Employees

2,691 client accounts

Services offered by PETERSEN HASTINGS WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PETERSEN HASTINGS WEALTH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Matthew Lee Neff offer?

Matthew Lee Neff specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KENNEWICK, Washington for a consultation.

What are Matthew Lee Neff's credentials?

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

Where is Matthew Lee Neff located?

Matthew Lee Neff is based in KENNEWICK, Washington, working with PETERSEN HASTINGS WEALTH ADVISORS, INC.. Their office serves clients in the KENNEWICK metropolitan area and surrounding communities.

How does Matthew Lee Neff charge for services?

Matthew Lee Neff's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PETERSEN HASTINGS WEALTH ADVISORS, INC.?

PETERSEN HASTINGS WEALTH ADVISORS, INC. has approximately 19 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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