Matthew Scott Smith
Investment adviser representative at Newport Wealth Advisors, Inc.
11 yearsExperience
1 stateRegistered in
$262.6MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Newport Wealth Advisors, Inc.Apr 2015 to now
- Centaurus Financial Inc.Apr 2015 to now
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (CA).
Newport Wealth Advisors, Inc.
$262.6MAssets managed
1,193Clients
6Advisers
2 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
- 5620646
- Firm CRD
- 137159