Matthew Thomas Nadeau
Investment adviser representative at Kingswood Wealth Advisors, LLC
16 yearsExperience
15 statesRegistered in
CFP® certificationDesignation
$3.8BFirm assets
Are you Matthew Thomas Nadeau? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Kingswood Wealth Advisors, LLCJan 2023 to now
- Kingswood Capital Patners, LLCMay 2021 to now
- Hayden RoyalApr 2021 to Jan 2023
- Lord AbbettApr 2018 to Apr 2021
- Wells Fargo Funds Distributor, LLCJan 2010 to Mar 2018
- Wells Fargo Funds Management, LLCJan 2010 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 15 states (AZ, CA, CO, GA, HI, IN, MA, NC, NH, NV, NY, OR, TX, VA, WA).
Kingswood Wealth Advisors, LLC
$3.8BAssets managed
11,425Clients
122Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4637541
- Firm CRD
- 288792