Matthew Keith Underwood
Investment adviser representative at Global Strategic Nextgen Ocio
10 yearsExperience
1 stateRegistered in
CFADesignation
$1.6BFirm 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
10 years in the industry.
- Global Strategic Nextgen OcioMay 2019 to now
- Global Strategic Investment Solutions, LLCApr 2019 to now
- Bb&tAug 2017 to Mar 2019
- Patriot Wealth, Inc./retirement Wealth AdvisorsOct 2016 to Aug 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (NC).
Global Strategic Nextgen Ocio
Legal name: Global Strategic Investment Solutions, LLC
$1.6BAssets managed
129Clients
4Advisers
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
- 5907386
- Firm CRD
- 175300