Matthew E. West

NEXWEALTH LLC

Philadelphia, PA 19012

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CRD#: 2057782

Professional summary

Matthew Edward West, CIMA®, who also goes by Matthew E West, is a registered financial advisor currently at NEXWEALTH LLC located in Philadelphia, Pennsylvania.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Matthew has worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 2 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew E West

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.

Long Short Advisors, LLC (investment-related; it is an adviser to a mutual fund). CEO. Started May 2010. Approximately 2 hours per month, during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Edward West'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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

December 19, 2024 - Present

NEXWEALTH LLC

Office #1: 1500 Jfk Boulevard Suite 1015, Philadelphia, PA 19012

RIA

CRD#: 311424

Philadelphia, PA

Past

December 10, 2021 - December 31, 2022

NEXWEALTH LLC

RIA

CRD#: 311424

Palm Beach, FL

Past

October 17, 2016 - December 20, 2019

BRYN MAWR TRUST ADVISORS, LLC

RIA

CRD#: 285359

PHILADELPHIA, PA

Past

October 30, 2003 - February 18, 2005

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

ALBANY, NY

Past

August 23, 2002 - February 6, 2003

WHARTON EQUITY CORPORATION

CRD#: 10170

WAYNE, PA

Past

June 15, 2001 - July 8, 2002

EPLANNING SECURITIES, INC.

CRD#: 46000

ROSEVILLE, CA

Past

September 29, 1998 - November 20, 2000

INVESTMENT ADVISORS & CONSULTANTS, INC.

CRD#: 7996

WEST LONG BRANCH, NJ

Past

November 15, 1994 - March 30, 2017

WEST CAPITAL MANAGEMENT, INC.

RIA

CRD#: 110572

PHILADELPHIA, PA

Past

May 28, 1993 - August 18, 1998

INVESTMENT ADVISORS & CONSULTANTS, INC.

CRD#: 7996

WEST LONG BRANCH, NJ

Past

October 26, 1992 - June 2, 1993

AMERICAN CAPITAL CORPORATION

CRD#: 16124

VALLEY FORGE, PA

Past

October 1, 1992 - November 11, 1992

LINCOLN INVESTMENT

CRD#: 519

FORT WASHINGTON, PA

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".

NEXWEALTH LLC

CRD#: 311424 / SEC#: 801-120110

RIA

Registered Investment Advisory firm - (1/8/2021 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

Pennsylvania
(12/19/2024)

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 65

Date: 1/10/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/24/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/7/1996

General Securities Representative Examination

General Industry/Product Exam

Series 2

Date: 3/28/1994

Non-Member General Securities Examination

General Industry/Product Exam

Series 6

Date: 9/29/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

NEXWEALTH LLC

CRD#: 311424 / SEC#: 801-120110

RIA

Registered Investment Advisory firm - (1/8/2021 Approved)

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Contact information

Main Address

3801 Pga Boulevard Suite 600, Palm Beach Gardens, FL 33410

Mailing Address

3330 Fairchild Gardens Avenue Suite 30428, Palm Beach Gardens, FL 33420

Phone number

(561) 971-3939

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 NEXWEALTH FORM ADV PART 2A FINAL 2025-03-31 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	145
AUM (Assets Under Management)	$ 132,443,445

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Matthew E. West

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Edward West's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEXWEALTH LLC

BRYN MAWR TRUST ADVISORS, LLC

PURSHE KAPLAN STERLING INVESTMENTS

WHARTON EQUITY CORPORATION

EPLANNING SECURITIES, INC.

INVESTMENT ADVISORS & CONSULTANTS, INC.

WEST CAPITAL MANAGEMENT, INC.

INVESTMENT ADVISORS & CONSULTANTS, INC.

AMERICAN CAPITAL CORPORATION

LINCOLN INVESTMENT

Primary Firm SEC Registration

NEXWEALTH LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/10/1994

Series 63

Date: 6/24/1992

Series 7

Date: 8/7/1996

Series 2

Date: 3/28/1994

Series 6

Date: 9/29/1992

Current Firm

NEXWEALTH LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NEXWEALTH LLC

TRUST BUT VERIFY

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