Matthew W. Sweet
AXIS WEALTH PARTNERS
Whitinsville, MA 01588
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CRD#: 5583950
Professional summary
Matthew William Sweet, CFP® is a registered financial advisor currently at AXIS WEALTH PARTNERS, LLC located in Whitinsville, Massachusetts.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Matthew has worked at 2 firms .
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. GOOD COUNSEL TAX SERVICE, INC. Started 5/2010; Whitinsville, MA; Not Investment Related; TAX PREPARER, INCOME TAXPREPARATION 2. Heritage Park Farm; started in 10/2021; not investment related; Sterling, CT; Raise livestock, including cattle. 40 hours a month, during non security hours.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew William Sweet'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®
CFP®
Start date: 2008
Experience
Current
January 17, 2025 - Present
AXIS WEALTH PARTNERS, LLC
Office #1: 100 Main St #104, Whitinsville, MA 01588RIA
CRD#: 167122
Whitinsville, MA
Past
August 15, 2008 - January 16, 2025
NCU INVESTMENT SOLUTIONS
RIA
CRD#: 134804
PROVIDENCE, RI
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".
AW
AXIS WEALTH PARTNERS, LLC
AXIS ADVISORS, LLC | AXIS WEALTH PARTNERS, LLC
CRD#: 167122 / SEC#: 801-120324
RIA
Registered Investment Advisory firm - (2/12/2021 Approved)Florida
Registered Investment Advisory firm - (3/3/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (3/3/2021 Terminated)Rhode Island
Registered Investment Advisory firm - (3/3/2021 Terminated)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(1/17/2025)
IAR
Massachusetts(1/31/2025)
IAR
Rhode Island(1/17/2025)
Exams
Current Firm
AW
AXIS WEALTH PARTNERS, LLC
AXIS ADVISORS, LLC | AXIS WEALTH PARTNERS, LLC
CRD#: 167122 / SEC#: 801-120324
RIA
Registered Investment Advisory firm - (2/12/2021 Approved)Florida
Registered Investment Advisory firm - (3/3/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (3/3/2021 Terminated)Rhode Island
Registered Investment Advisory firm - (3/3/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
400 Massasoit Avenue Suite 112, East Providence, RI 02914
Mailing Address
Phone number
(401) 441-5111
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,585 |
| AUM (Assets Under Management) | $ 289,667,386 |
Red Flags
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Company Information
AXIS WEALTH PARTNERS, LLC
CRD#: 167122Whitinsville, MA 01588TRUST BUT VERIFY
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