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Matt Toyne Bauer

NED Davis Research, Inc.

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About Matt Toyne Bauer

Matt Toyne Bauer is a financial advisor with over 12 years of experience. Matt Toyne Bauer is currently registered with Ned Davis Research, Inc. Prior to that, Matt Toyne Bauer was registered with Charles Schwab & Co., Inc. from March 2, 2000 to April 23, 2012. Matt Toyne Bauer is a Chartered Financial Analyst.

Firm Information

Matt Bauer is currently registered with NED Davis Research, Inc.. NED Davis Research, Inc. is an investment adviser based in Sarasota, FL. The firm provides a variety of advisory services, including security ratings, customized research, model portfolio services, pension consulting, educational seminars, and market timing services. NED Davis Research serves a wide range of clients, including insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, and more. The firm manages a total of $248,514 in client assets, primarily through a proprietary account.
NED Davis Research, Inc.

3665 BEE RIDGE ROAD

SARASOTA, FL 34233

$248,514

Assets Under Management

1,309

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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issues charts, graphs, etc & customized research, model portfolio services

Issues charts, graphs, etc & customized research, model portfolio services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Ndr receives bps on other ia's aum using ndr models

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Matt Bauer’s Registration & Firm History

FL

05/24/2012 - Present

NED Davis Research, Inc. (SARASOTA FL)

CO

03/02/2000 - 04/23/2012

CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)

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Licenses & Designations

BOTH

Issued 02/26/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/20/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/04/2004

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/30/2004

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/10/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matt Toyne Bauer.
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