Matthew S. Merwin
FINANCIAL MANAGEMENT NETWORK | President
ORLANDO, FL 32836
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CRD#: 1142898
Professional summary
Matthew Scott Merwin, CFP® is a registered financial advisor currently at FINANCIAL MANAGEMENT NETWORK INC located in Orlando, Florida and FMN CAPITAL CORPORATION located in Orlando, Florida.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Matthew has worked at 5 firms and has passed the Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 53, Series 27 and Series 24 exams.
Biography
Matt is the Founder and President of Financial Management Network, Inc. He has been a financial advisor since 1982. He earned his Bachelors of Science Degree in Business and Finance from California University, Chico, and earned his Certified Financial Planner designation through the College for Financial Planning in Denver, Colorado.
Matt holds a Series 7 (General Securities Representative), Series 24 (General Securites Principal), Series 27 (Financial and Operations Principal), Series 53 (Municipal Securities Principal), and Series 63 (Uniform Securites Agent State Law Exam) license and is a Registered Representative and Registered Securities Principal with FMN Capital Corporation. As a member of FMN's Investment Committee, he is intimately involved in the allocation decisions made on behalf of clients.
Matt is a member of the Financial Planners Association as well as the National Association of Life Underwriters. He was the host of "Financial Planning and Your Business" on radio. His education and experience qualify him as an expert on estate planning, money management and comprehensive financial planning.
As a financial planner, Matt uses his talent to help people achieve their financial goals. He feels a deep attachment to his work and his clients, making sure to personally involve himself with every client. Matt's biggest reward is seeing his clients succeed in reaching their financial goals.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Insurance Planning
Comprehensive Financial Planni...
Tax Planning
Estate Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. FMN CENTERPOINT, LLC.; OWNS COMMERCIAL REAL ESTATE; MATTHEW S. MERWIN OWNS 55% OF FMN CENTERPOINT, LLC 2. REALTY WEALTH SOLUTIONS; PROVIDES REALTY SERVICES; MATTHEW S. MERWIN OWNS 50% OF REALTY WEALTH SOLUTIONS 3. Serves as a special trustee for the Baughman Opportunity trust. 4. Has a life and disability license; along with a Property and Casualty License.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Scott Merwin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1988
Experience
Current
February 2, 1992 - Present
FINANCIAL MANAGEMENT NETWORK INC
Office #1: 9916 Lone Tree Lane, Orlando, FL 32836RIA
CRD#: 110454
ORLANDO, FL
Current
June 8, 1995 - Present
FMN CAPITAL CORPORATION
BD
CRD#: 38105
Orlando, FL
Past
March 1, 1991 - June 14, 1995
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
Past
February 21, 1989 - February 26, 1991
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
EL SEGUNDO, CA
Past
June 22, 1983 - March 8, 1989
1717 CAPITAL MANAGEMENT COMPANY
BD
CRD#: 4082
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FM
FINANCIAL MANAGEMENT NETWORK INC
FINANCIAL MANAGEMENT NETWORK INC | FINANCIAL MANAGEMENT NETWORK INC.
CRD#: 110454 / SEC#: 801-40473
RIA
Registered Investment Advisory firm - (12/31/1991 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/3/2017)
RR
Alaska(2/25/1999)
RR
Arizona(3/25/1996)
RR
Arkansas(11/6/2003)
IAR
California(2/2/1992)
RR
California(6/15/1995)
RR
Colorado(9/22/1995)
RR
Connecticut(9/10/1996)
RR
Delaware(1/17/2013)
RR
District of Columbia(5/25/2023)
RR
Florida(3/18/1998)
RR
Georgia(7/17/2003)
RR
Hawaii(9/17/1999)
RR
Idaho(4/8/2005)
RR
Illinois(8/25/1998)
RR
Indiana(2/7/2006)
RR
Iowa(11/25/1998)
RR
Kansas(4/18/2000)
RR
Kentucky(3/3/2017)
RR
Louisiana(3/3/2017)
IAR
Louisiana(5/15/2023)
RR
Maine(1/13/2012)
RR
Maryland(11/19/2001)
RR
Massachusetts(7/1/2008)
RR
Michigan(6/3/2004)
RR
Minnesota(10/17/2005)
IAR
Minnesota(3/26/2024)
RR
Mississippi(6/4/2003)
RR
Missouri(7/22/1998)
RR
Montana(4/19/2016)
RR
Nebraska(2/15/2019)
RR
Nevada(6/18/1998)
RR
New Hampshire(11/25/2013)
RR
New Jersey(3/10/1999)
RR
New Mexico(1/11/2006)
RR
New York(8/26/1999)
RR
North Carolina(4/4/2000)
IAR
North Carolina(6/13/2024)
RR
North Dakota(4/7/2009)
RR
Ohio(2/20/1997)
RR
Oklahoma(7/2/2003)
RR
Oregon(10/6/1995)
RR
Pennsylvania(7/3/2008)
RR
Rhode Island(5/12/2023)
RR
South Carolina(7/7/2008)
RR
South Dakota(1/15/2008)
RR
Tennessee(3/3/2017)
IAR
Texas(3/22/2007)
RR
Texas(2/9/2016)
RR
Utah(1/17/1996)
RR
Vermont(9/12/2022)
RR
Virginia(8/27/1999)
RR
Washington(9/18/1995)
RR
West Virginia(3/3/2017)
RR
Wisconsin(10/6/2005)
RR
Wyoming(5/12/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
FM
FINANCIAL MANAGEMENT NETWORK INC
FINANCIAL MANAGEMENT NETWORK INC | FINANCIAL MANAGEMENT NETWORK INC.
CRD#: 110454 / SEC#: 801-40473
RIA
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Contact information
Main Address
26041 Acero, Mission Viejo, CA 92691
Mailing Address
Phone number
(949) 455-0300
Established
Firm type
Fiscal year end
# of Employees
49
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,200 |
| AUM (Assets Under Management) | $ 1,796,671,361 |
Red Flags
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Company Information
FINANCIAL MANAGEMENT NETWORK INC
PresidentCRD#: 110454Orlando, FL 32836TRUST BUT VERIFY
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Contact information
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