AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MR

Matthew D. Ritt

KINWELL
Charleston, SC 29405
Some features on this profile are disabled
CRD#: 5979122
MR

Professional summary

Matthew Dayton Ritt, CFP®, who also goes by Matt Dayton Ritt, is a registered financial advisor currently at KINWELL LLC located in Charleston, South Carolina.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Matthew has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matt Dayton Ritt

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Dayton Ritt'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®
CFP®

Certified Financial Planner

Start date: 2013

Experience

Current

January 31, 2018 - Present

KINWELL LLC

Office #1: 1630 Meeting St Suite 203, Charleston, SC 29405
RIA
CRD#: 290449
Charleston, SC
Past

May 20, 2014 - December 31, 2017

QUESTIS

RIA
CRD#: 130157
CHARLESTON, SC
Past

September 25, 2013 - April 29, 2014

QUESTIS PORTFOLIO PARTNERS, LLC

RIA
CRD#: 168729
CHARLESTON, SC
Past

April 29, 2013 - September 24, 2013

QUESTIS

RIA
CRD#: 130157
CHARLESTON, SC
Past

January 3, 2012 - April 23, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CHARLESTON, SC
Past

October 20, 2011 - April 23, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CHARLESTON, SC

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".
KL
KINWELL LLC
JAMES CARLSON LLC | KINWELL LLC

CRD#: 290449 / SEC#: 801-128056

RIA
Registered Investment Advisory firm - (5/26/2023 Approved)
Louisiana
Registered Investment Advisory firm - (7/26/2023 Terminated)
North Carolina
Registered Investment Advisory firm - (8/1/2023 Terminated)
South Carolina
Registered Investment Advisory firm - (7/26/2023 Terminated)
Texas
Registered Investment Advisory firm - (11/15/2019 Terminated)
Virginia
Registered Investment Advisory firm - (7/26/2023 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
Florida
(4/5/2024)
IAR
Georgia
(3/19/2024)
IAR
North Carolina
(1/26/2022)
IAR
South Carolina
(1/31/2018)
IAR
Texas
(4/8/2025)
IAR
Virginia
(5/11/2018)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/22/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 10/19/2011
General Securities Representative Examination

Current Firm

KL
KINWELL LLC
JAMES CARLSON LLC | KINWELL LLC

CRD#: 290449 / SEC#: 801-128056

RIA
Registered Investment Advisory firm - (5/26/2023 Approved)
Louisiana
Registered Investment Advisory firm - (7/26/2023 Terminated)
North Carolina
Registered Investment Advisory firm - (8/1/2023 Terminated)
South Carolina
Registered Investment Advisory firm - (7/26/2023 Terminated)
Texas
Registered Investment Advisory firm - (11/15/2019 Terminated)
Virginia
Registered Investment Advisory firm - (7/26/2023 Terminated)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1630 Meeting St Suite 203, Charleston, SC 29405
Mailing Address
Phone number
(843) 308-1639
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A-KINWELL LLC (3/19/2025)

Regulatory assets under management

Total Number of Accounts134
AUM (Assets Under Management)$ 192,044,196

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.

Company Information

KINWELL LLC

CRD#: 290449Charleston, SC 29405

TRUST BUT VERIFY

Monitor Matthew Ritt

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Jeremy Alexander Ellisor SR.
Jeremy EllisorAdvisorCheck Check Mark
CONVERGENT FINANCIAL GROUP
IAR
Mount Pleasant, SC
Roger Wesley Johnson
Roger JohnsonAdvisorCheck Check Mark
ACT ADVISORS
IAR
Mt. Pleasant, SC
Jackson Robert Tiller
Jackson TillerAdvisorCheck Check Mark
NYLIFE SECURITIES LLC
RR
CHARLESTON, SC
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.