Matthew E Guzman
Investment adviser representative at New Millennium Group
12 yearsExperience
1 stateRegistered in
$257MFirm assets
5 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
- Pension consulting
Experience
12 years in the industry.
- New Millennium GroupSep 2025 to now
- Nylife Securities LLCOct 2024 to Sep 2025
- New York Life Insurance CompanyMay 2024 to Sep 2025
- Ehealth InsuranceMay 2023 to Apr 2024
- Verizon CorporateJun 2021 to May 2023
- Verizon Cellular PlusOct 2019 to May 2021
- Metro By T-mobileNov 2018 to Oct 2019
- Big Bend Community CollegeAug 2016 to May 2018
- Reichert's ShowhouseDec 2015 to Oct 2018
- Othello High SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
New Millennium Group
Legal name: New Millennium Group, LLC
$257MAssets managed
895Clients
13Advisers
5 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
- 7320614
- Firm CRD
- 299249