Matthew R. Landon

NAPATREE CAPITAL LLC

Westerly, RI 02891

Some features on this profile are disabled

CRD#: 2557496

Professional summary

Matthew Russell Landon is a registered financial advisor currently at NAPATREE CAPITAL LLC located in Westerly, Rhode Island and BRADLEY FOSTER & SARGENT INC located in Westerly, Rhode Island.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Matthew has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 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.

2. Veritas Prep Charter School Investment Related: No Address: 370 Pine Street, Springfield MA 01105 Nature: Educational Organization Position: Board Member, Finance Committee and Investment Committee Start Date: 09/01/2016 Hours: 5 3. Longmeadow Boys Lacrosse Association Investment Related: No Address: 231 Maple Road, Longmeadow, MA 01106 Nature: Educational Organization Position: President and Board Member Start Date: 03/15/2012 Hours: 5 4. New England Public Media Investment Related: Yes Address: 44 Hampden Street, Springfield, MA 01103 Nature: Media Corporation Position: Board Member, Treasurer Start Date: 09/21/2021 Hours: 8 5. GammaRoad Capital Partners Investment Related: Yes Address: 530 E. 76th Street, 36D, New York, NY 10021 Nature: Market Research Position: President and Chief Operating Officer Start Date: 10/01/2022 Hours: 25 6. Growgenics, LLC Investment Related: No Address: 2240 S County Trail, East Greenwich, RI 02818 Nature: Consumer Goods Position: Strategic Advisor Start Date: 01/01/2022 Hours: 2 7. Mayo Beach Brands, LLC Investment Related: No Address: 64 Ardsley Road, Longmeadow, MA 01106 Nature: E-Commerce Position: Owner Start Date: 05/01/2023 Hours: 10

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Russell Landon'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

January 7, 2021 - Present

NAPATREE CAPITAL LLC

Office #1: 90 Beach Street, Westerly, RI 02891

RIA

CRD#: 292776

Westerly, RI

Current

May 23, 2025 - Present

BRADLEY FOSTER & SARGENT INC

Office #1: 90 Beach Street, Westerly, RI 02891

RIA

CRD#: 106928

Westerly, RI

Past

April 8, 2020 - January 6, 2021

LPL FINANCIAL LLC

RIA

CRD#: 6413

SPRINGFIELD, MA

Past

March 30, 2020 - January 6, 2021

LPL FINANCIAL LLC

CRD#: 6413

SPRINGFIELD, MA

Past

February 23, 2016 - March 31, 2020

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

EAST LONGMEADOW, MA

Past

February 19, 2016 - March 31, 2020

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

EAST LONGMEADOW, MA

Past

May 26, 2015 - February 22, 2016

FUSION ANALYTICS SECURITIES LLC

CRD#: 124245

CORAL SPRINGS, FL

Past

July 1, 2008 - August 20, 2013

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

OWINGS MILLS, MD

Past

June 23, 2006 - June 25, 2008

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

January 3, 2003 - December 8, 2004

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

August 13, 2001 - July 2, 2002

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

Past

November 16, 1994 - December 31, 1999

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

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".

BRADLEY FOSTER & SARGENT INC

CRD#: 106928 / SEC#: 801-46616

RIA

Registered Investment Advisory firm - (5/31/1994 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

Connecticut
(5/23/2025)

IAR

Massachusetts
(6/5/2025)

IAR

Rhode Island
(1/7/2021)

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: 1/2/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/18/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/2/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/15/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BRADLEY FOSTER & SARGENT INC

CRD#: 106928 / SEC#: 801-46616

RIA

Registered Investment Advisory firm - (5/31/1994 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

185 Asylum Street City Place Ii 11th Floor, Hartford, CT, 06103-3402

Mailing Address

Phone number

(860) 527-8050

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BRADLEY, FOSTER & SARGENT (5/13/2025)

Regulatory assets under management

Total Number of Accounts	4,967
AUM (Assets Under Management)	$ 8,593,473,009

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/22/2024	Cover Page	Report
02/02/2024	Cover Page	Report
10/26/2022	Cover Page	Report

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.

Similar Advisors

Marc Lowe

IN THE MONEY RETIREMENT PLANNING LIMITED LIABILITY COMPANY

IAR

WATERFORD, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew R. Landon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Russell Landon's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRADLEY FOSTER & SARGENT INC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

FUSION ANALYTICS SECURITIES LLC

T. ROWE PRICE INVESTMENT SERVICES, INC.

MML INVESTORS SERVICES, LLC

FSC SECURITIES CORPORATION

FIDELITY DISTRIBUTORS COMPANY LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

BRADLEY FOSTER & SARGENT INC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/2/2016

Series 63

Date: 11/18/1994

SIE

Date: 10/1/2018

Series 7

Date: 5/2/2007

Series 6

Date: 11/15/1994

Current Firm

BRADLEY FOSTER & SARGENT INC

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BRADLEY FOSTER & SARGENT INC

TRUST BUT VERIFY

Similar Advisors