Matthew D. Ritt

KINWELL LLC

Charleston, SC 29405

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CRD#: 5979122

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

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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)

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: 12/22/2011

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/19/2011

General Securities Representative Examination

Current Firm

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)

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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

SEC notice filing (6 States and Territories)

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 Accounts	134
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.

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Matthew D. Ritt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Dayton Ritt's CRS (Customer Relationship Summary).

Certified licenses

Experience

KINWELL LLC

QUESTIS

QUESTIS PORTFOLIO PARTNERS, LLC

QUESTIS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

KINWELL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/22/2011

Series 7

Date: 10/19/2011

Current Firm

KINWELL LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KINWELL LLC

TRUST BUT VERIFY

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