Matthew E. Meyer

NEWPORT GROUP CONSULTING

Orlando, FL

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CRD#: 3037038

Professional summary

Matthew Edwin Meyer is a registered financial advisor currently at NEWPORT GROUP CONSULTING, LLC located in Orlando, Florida and NYHART CONSULTING, LLC located in Orlando, Florida.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Matthew has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 10 and Series 9 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.

1) Registrant is the Owner/Member/Officer/Partner of META Partners, LLC located at 801 W. 1st Street, Sanford, FL 32771. 10 hours will be devoted per month to the other business. 0 hours will be during securities trading hours. Start date: 09/12/22. Utilizes and establishes LLCs for acquisitions, sales, development, and rentals of real estate/real property. 2) Registrant is the Owner/Member/Officer/Partner of TAME Investment Holdings, LLC located at 5590 Burlwood Drive Orlando, FL 32810. 10 hours will be devoted per month to the other business. 0 hours will be during securities trading hours. Start date: 02/14/2025. Performs acquisitions, sales, development, and rentals of real estate/real property. 3) Registrant provides private lending to small businesses for operations, real estate investment, development, and rehabilitation. Evaluates private lending opportunities and performs borrower due diligence, negotiates terms, collateral, and rates. Located at 5590 Burlwood Drive Orlando, FL 32810. 10 hours will be devoted per month to the other business. 0 hours will be during securities trading hours. Start date: 1/12/23 4) Registrant is the Owner/Member/Officer/Partner in Moore Space, LLC, a concierge storage business located at 5590 Burlwood Drive, Orlando, FL 32810. Approximately 10 hours per month in this non-investment related position. 0 hours will be during securities trading hours. Start date: 06/05/2024.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Edwin Meyer'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®

None

Experience

Current

April 28, 2017 - Present

NEWPORT GROUP CONSULTING, LLC

RIA

CRD#: 140944

Orlando, FL

Current

October 7, 2024 - Present

NYHART CONSULTING, LLC

RIA

CRD#: 145590

ORLANDO, FL

Current

August 31, 2023 - Present

ASCENSUS BROKER DEALER SERVICES, LLC

Office #1: 300 Primera Blvd. Suite 200, Lake Mary, FL 32746

CRD#: 36478

Lake Mary, FL

Past

July 2, 2008 - September 6, 2023

NEWPORT GROUP SECURITIES, INC.

RIA

CRD#: 29722

LAKE MARY, FL

Past

June 20, 2008 - August 31, 2023

NEWPORT GROUP SECURITIES, INC.

CRD#: 29722

LAKE MARY, FL

Past

April 2, 2007 - June 5, 2008

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

ORLANDO, FL

Past

April 2, 2007 - June 5, 2008

MORGAN STANLEY & CO. LLC

CRD#: 8209

ORLANDO, FL

Past

May 11, 2005 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

ORLANDO, FL

Past

May 5, 2005 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

ORLANDO, FL

Past

April 1, 2003 - November 30, 2004

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

, FL

Past

April 21, 1999 - November 30, 2004

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

August 14, 1998 - January 26, 1999

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, 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".

NEWPORT GROUP CONSULTING, LLC

INTERSERV, LLC | NEWPORT GROUP CONSULTING, LLC | NEWPORT GROUP

CRD#: 140944 / SEC#: 801-66908

RIA

Registered Investment Advisory firm - (6/20/2006 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.

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

IAR

Florida
(4/28/2017)

IAR

Indiana
(10/7/2024)

Massachusetts
(1/2/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/4/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/26/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 9/4/1998

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/13/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 3/6/2001

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 3/6/2001

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

Current Firm

NEWPORT GROUP CONSULTING, LLC

INTERSERV, LLC | NEWPORT GROUP CONSULTING, LLC | NEWPORT GROUP

CRD#: 140944 / SEC#: 801-66908

RIA

Registered Investment Advisory firm - (6/20/2006 Approved)

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Contact information

Main Address

300 Primera Blvd. Suite 200, Lake Mary, FL 32746

Mailing Address

Phone number

(407) 333-2905

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (50 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

NGC ADV PART 2A-2B COMBINED AMEND 05-13-2024 V2 (11/11/2025)

MANAGED ACCOUNT SERVICE ADV PART 2A AND 2B 08-22-2024 FINAL (3/24/2025)

Regulatory assets under management

Total Number of Accounts	3,858
AUM (Assets Under Management)	$ 4,397,492,520

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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Firm Stability Insights

Matthew E. Meyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Edwin Meyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

NYHART CONSULTING, LLC

ASCENSUS BROKER DEALER SERVICES, LLC

NEWPORT GROUP SECURITIES, INC.

NEWPORT GROUP SECURITIES, INC.

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

NEWPORT GROUP CONSULTING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/4/1998

Series 63

Date: 8/26/1998

SIE

Date: 10/1/2018

Series 31

Date: 9/4/1998

Series 7

Date: 8/13/1998

Series 10

Date: 3/6/2001

Series 9

Date: 3/6/2001

FINRA

Current Firm

NEWPORT GROUP CONSULTING, LLC

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NEWPORT GROUP CONSULTING, LLC

TRUST BUT VERIFY

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