Matthew Scott Patterson
Investment adviser representative at Newedge Advisors
12 yearsExperience
1 stateRegistered in
$43.2BFirm assets
12 yearsFirm in business
Are you Matthew Scott Patterson? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
12 years in the industry.
- Newedge Advisors, LLCMay 2025 to now
- Newedge SecuritiesMay 2025 to now
- Ignition Creative LLCJul 2017 to Feb 2026
- Team WhistleNov 2014 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Newedge Advisors
Legal name: Newedge Advisors, LLC
$43.2BAssets managed
49,898Clients
603Advisers
12 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
- 8247073
- Firm CRD
- 171351