Matthew Taylor Werner
Investment adviser representative at Rsw Investments
21 yearsExperience
1 stateRegistered in
CFADesignation
$2.3BFirm assets
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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.
- Portfolio management
Experience
21 years in the industry.
- Rsw InvestmentsMay 2019 to now
- Rsw Investments Holdings, LLCApr 2019 to now
- Rsw Investments, LLCMar 2005 to Apr 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Rsw Investments
Legal name: Rsw Investments Holdings, LLC
$2.3BAssets managed
1,412Clients
2Advisers
7 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
- 5649837
- Firm CRD
- 302023