Matthew Lee Lovett
Professional Summary
Matthew Lee Lovett, who also goes by Matt Lovett, Matthew Lovett, is a registered financial advisor currently at BROOKSTONE CAPITAL MANAGEMENT LLC located in Wheaton, Illinois. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Matthew has worked at 12 firms and has passed the Series 66, Series 63, Series 87, Series 7, Series 6, Series 53 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matt Lovett, Matthew Lovett
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
BROOKSTONE CAPITAL MANAGEMENT LLC | XL ADVISORS LLC
Contact Information
Main Address
1745 S. Naperville Road Suite 200, Wheaton, IL 60189Phone Number
(630) 653-1400# of Employees
405SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
81,900AUM (Assets Under Management)
$12,750,129,748Similar Advisors
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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.
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J.P. MORGAN SECURITIES LLC
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Primary Firm SEC Registration
BROOKSTONE CAPITAL MANAGEMENT LLC | XL ADVISORS LLC
State Registrations and Notice Filings
(11/12/2013)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Feb 2008About the Series 87 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1998About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew Lee Lovett's CRS (Customer Relationship Summary).
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