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Matthew Scott Smith

Newport Wealth Advisors, Inc.

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About Matthew Scott Smith

Matthew Scott Smith is a registered investment advisor representative with Newport Wealth Advisors, Inc., in Newport Beach, California. Matthew has been in the securities industry since 2010. Matthew has passed the Series 7, 31, and 66 exams. Matthew holds a current Series 66 registration in California and is active in both Broker-Dealer and Investment Advisor capacities. Matthew has worked with a wide range of clients, including high-net-worth individuals and individuals other than high-net-worth. Matthew previously worked for Morgan Stanley in San Diego.

Firm Information

Matthew Smith is currently registered with Newport Wealth Advisors, Inc.. Newport Wealth Advisors, Inc. is a registered investment advisor based in Newport Beach, CA. The firm provides financial planning, educational seminars, and portfolio management services to individuals, high-net-worth individuals, and businesses. They manage approximately $140.41 million in assets for 943 clients.
Newport Wealth Advisors, Inc.

4695 MACARTHUR COURT

NEWPORT BEACH, CA 92660

$140.41M

Assets Under Management

Not reported

Total Clients

5

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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other

Negotiated

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Matthew Smith’s Registration & Firm History

CA

01/09/2018 - Present

Newport Wealth Advisors, Inc. (NEWPORT BEACH CA)

CA

05/19/2010 - 05/30/2013

MORGAN STANLEY (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 06/12/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/2010

Series 31 - Futures Managed Funds Examination

BC

Issued 05/17/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Scott Smith.
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