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Matthew Lomas

Brownstone Investment Group, LLC

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About Matthew Lomas

Matthew Lomas is a securities professional with over 16 years of experience in the financial industry. He is currently registered with Brownstone Investment Group, LLC. Matthew Lomas is a licensed Series 7, Series 24, Series 55, Series 57TO and Series 63. Matthew Lomas's professional experience includes time at Muriel Siebert & Co., Inc., Stockcross Financial Services, Inc. and Hill Thompson Magid & Co., Inc. He is registered in California, Colorado, Connecticut, New Jersey, New York, Ohio, and Texas.

Firm Information

Matthew Lomas is currently registered with Brownstone Investment Group, LLC. Brownstone Investment Group, LLC is a Limited Liability Company formed in January 1997 and approved to operate in 19 states. They are registered with the Securities and Exchange Commission (SEC) and have a total of 19 state registrations, including California, Colorado, Connecticut, Florida, Georgia, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Washington.

Not reported

Assets Under Management

Not reported

Total Clients

8

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.

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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Matthew Lomas’s Registration & Firm History

NY

07/06/2020 - Present

Brownstone Investment Group, LLC (NEW YORK NY)

NJ

01/02/2020 - 06/29/2020

MURIEL SIEBERT & CO., INC. (Jersey City NJ)

NJ

05/07/2009 - 01/03/2020

STOCKCROSS FINANCIAL SERVICES, INC. (JERSEY CITY NJ)

NJ

09/22/2006 - 04/03/2009

HILL THOMPSON MAGID & CO., INC. (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 10/19/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/29/2014

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/29/2006

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 09/21/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Matthew Lomas.
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