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Matthew Timothy Newman

Investment adviser representative at Iron Gate Global Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Iron Gate Global AdvisorsFeb 2020 to now
  2. Amussen, Hunsaker & Associates, LLCFeb 2020 to now
  3. PaycomJul 2019 to Jan 2020
  4. Northwestern Mutual Wealth Management CompanyJun 2018 to Jun 2019
  5. Northwestern Mutual Investment Services LLCApr 2017 to Jun 2019
  6. Northwestern Mutual Life Insurance CompanyAug 2016 to Jun 2019

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2017
  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (UT).

Iron Gate Global Advisors

Legal name: Iron Gate Global Advisors, LLC

$1.3BAssets managed
1,792Clients
8Advisers
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
6674059
Firm CRD
111177
Advisor's SEC record (opens in a new tab)
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