Matthew M. Neyland

SK WEALTH MANAGEMENT

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CRD#: 1184130

Professional summary

Matthew Mahar Neyland is a registered financial advisor currently at SK WEALTH MANAGEMENT, LLC .

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Matthew has worked at 4 firms and has passed the Series 66, Series 65, Series 3 and Series 7 exams.

Question & Answer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Mahar Neyland's CRS (Customer Relationship Summary).

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®

None

Experience

Current

November 18, 2009 - Present

SK WEALTH MANAGEMENT, LLC

RIA

CRD#: 109114

Past

September 20, 2007 - June 10, 2008

SCOTT & STRINGFELLOW, LLC

CRD#: 6255

BOSTON, MA

Past

February 28, 2005 - September 25, 2007

BARCLAYS CAPITAL INC.

CRD#: 19714

BOSTON, MA

Past

April 6, 2000 - February 15, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BOSTON, MA

Past

January 3, 2000 - February 15, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

SK WEALTH MANAGEMENT, LLC

CORRIGAN FINANCIAL OF PROVIDENCE LLC | SKM WEALTH MANAGEMENT LLC | SK WEALTH MANAGEMENT, LLC | SK WEALTH

CRD#: 109114 / SEC#: 801-56304

RIA

Registered Investment Advisory firm - (3/15/1999 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.

Highlighted states indicate IAR registrations

IAR

Rhode Island
(11/18/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/16/1999

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/24/1995

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 3

Date: 3/21/2003

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 12/28/1999

General Securities Representative Examination

Current Firm

SK WEALTH MANAGEMENT, LLC

CORRIGAN FINANCIAL OF PROVIDENCE LLC | SKM WEALTH MANAGEMENT LLC | SK WEALTH MANAGEMENT, LLC | SK WEALTH

CRD#: 109114 / SEC#: 801-56304

RIA

Registered Investment Advisory firm - (3/15/1999 Approved)

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Contact information

Main Address

50 Holden St, Providence, RI 02908-5757

Mailing Address

Phone number

(401) 331-1575

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SK WEALTH MANAGEMENT, LLC PART 2A 12.31.25 (1/30/2026)

Regulatory assets under management

Total Number of Accounts	1,206
AUM (Assets Under Management)	$ 638,952,784

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Matthew M. Neyland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Mahar Neyland's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCOTT & STRINGFELLOW, LLC

BARCLAYS CAPITAL INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

SK WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/16/1999

Series 65

Date: 11/24/1995

Series 3

Date: 3/21/2003

Series 7

Date: 12/28/1999

Current Firm

SK WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SK WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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