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Matthew W Canine

EPG Wealth Management LLC

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About Matthew W Canine

Matthew Canine is an Investment Advisor Representative with EPG Wealth Management LLC. Matthew has been in the financial services industry since September 2005, working in the Atlanta, GA and Boston, MA areas. Matthew is registered with the state of Georgia as an Investment Advisor Representative and has a Series 66 license. EPG Wealth Management LLC offers a variety of advisory services including financial planning, pension consulting, and portfolio management for individuals and families.

Firm Information

Matthew Canine is currently registered with EPG Wealth Management LLC. EPG Wealth Management LLC is an investment advisor registered with the SEC and located in Atlanta, GA. They manage over $642 million in assets for a range of clients including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. They offer financial planning, portfolio management for individuals, and pension consulting services.
EPG Wealth Management LLC

309 EAST PACES FERRY RD NE

ATLANTA, GA 30305

$642.64M

Assets Under Management

Not reported

Total Clients

9

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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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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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 Canine’s Registration & Firm History

GA

11/17/2020 - Present

EPG Wealth Management LLC (ATLANTA GA)

GA

09/30/2005 - 03/01/2019

FIDELITY BROKERAGE SERVICES LLC (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 10/23/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/06/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/02/2013

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew W Canine.
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