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Matthew Lewis Madeira

Steward Partners Investment Advisory, LLC

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About Matthew Lewis Madeira

Matthew Madeira has been a Registered Representative and an Investment Advisor Representative for over 40 years. Matthew is currently affiliated with Steward Partners Investment Advisory, LLC. Prior to this, Matthew was associated with Raymond James Financial Services, Inc, Oppenheimer & Co. Inc, Advest, Inc. and UBS Painewebber Inc. Matthew specializes in providing Financial Planning, Portfolio Management for Individuals, and Pension Consulting. Matthew has been registered with the State of New Hampshire for investment advisory services and is also registered as a Broker Dealer in a number of other states.

Firm Information

Matthew Madeira is currently registered with Steward Partners Investment Advisory, LLC. Steward Partners Investment Advisory, LLC is an investment advisory firm with approximately $20.43 billion in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Steward Partners Investment Advisory, LLC has 354 registered representatives and serves a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions. They are headquartered in New York, NY.
Steward Partners Investment Advisory, LLC

140 E. 45TH STREET

NEW YORK, NY 10017

$20.43B

Assets Under Management

21,758

Total Clients

356

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Madeira’s Registration & Firm History

NH

03/21/2016 - Present

Steward Partners Investment Advisory, LLC (Portsmouth NH)

NH

02/25/2016 - 05/27/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTSMOUTH NH)

NH

03/04/2003 - 03/02/2016

OPPENHEIMER & CO. INC. (PORTSMOUTH NH)

CT

05/25/2001 - 03/28/2003

ADVEST, INC. (HARTFORD CT)

NJ

01/28/1995 - 06/15/2001

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

NY

12/26/1979 - 01/28/1995

KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/28/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/01/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/1983

Series 3 - National Commodity Futures Examination

BC

Issued 12/15/1979

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Matthew Lewis Madeira. Review regulatory record here.
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