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Matthew James Dewitt

Investment adviser representative at Advisory Services Network
11 yearsExperience
1 stateRegistered in
$10.6BFirm assets
16 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 assetsHourlyFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Advisory Services Network, LLCSep 2020 to now
  2. McadamJun 2018 to Aug 2020
  3. Degroff FinancialFeb 2018 to Jun 2018
  4. Avalon MerchantsMay 2017 to Sep 2017
  5. West Virginia UniversitySep 2015 to May 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2019

State registrations

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

Advisory Services Network

Legal name: Advisory Services Network, LLC

$10.6BAssets managed
12,919Clients
251Advisers
16 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
7202226
Firm CRD
146051
Advisor's SEC record (opens in a new tab)
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