MB
Matthew J. Bostwick
LVZ
Belleair, FL
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CRD#: 6268939
MB
Professional summary
Matthew James Bostwick is a registered financial advisor currently at LVZ, INC. located in Belleair, Florida.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Matthew has worked at 3 firms and has passed the Series 65, SIE and Series 6 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.
COASTLINE CAPITAL MANAGEMENT POSITION: Owner NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 03/27/2017 ADDRESS: 640 Poinsettia Rd, Belleair FL 33756, United States DESCRIPTION: DBA for investment advisory services; COASTLINE CAPITAL MANAGEMENT POSITION: Owner NATURE: Insurance: Fixed Annuities; Life/Health; Medicare Supplement INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 03/20/2018 ADDRESS: 640 Poinsettia Rd, Belleair FL 33756, United States DESCRIPTION: Licensed to offer and sell fixed annuities, life insurance and medicare supplement; BALM VILLA PROPERITES, LLC POSITION: Co-Owner NATURE: Short Term Rental; INVESTMENT RELATED: No; NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4; START DATE: September 26, 2024 ADDRESS: 17 Holmes Road, Newburgh, NY 12550, United States; DESCRIPTION: Short Term Rental
CRS (Client Relationship Summary) - RIA
Click below to view Matthew James Bostwick'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®
NoneExperience
Current
July 22, 2021 - Present
LVZ, INC.
RIA
CRD#: 124228
Belleair, FL
Past
January 30, 2017 - July 20, 2021
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
COLUMBUS, OH
Past
March 6, 2015 - July 20, 2021
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
COLUMBUS, OH
Past
February 27, 2014 - April 1, 2015
MUTUAL TRUST COMPANY OF AMERICA SECURITIES
BD
CRD#: 8494
CLEARWATER, FL
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".
LI
LVZ, INC.
HERITAGE FINANCIAL PLANNING | LVZ, INC. | LVZ MARKETING GROUP LLC | LVZ INVESTMENT MANAGEMENT | LVZ FINANCIAL PLANNING | LVZ ADVISORS, INC. | LVZ ADVISORS | LORENCE ASSET MANAGEMENT LTD,DBA HERITAGE FINANCIAL PLANNING | LORENCE & VANDER ZWART | J. LORENCE & ASSOCIATES
CRD#: 124228 / SEC#: 801-66772
RIA
Registered Investment Advisory firm - (5/17/2006 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.Highlighted states indicate IAR registrations
IAR
Florida(7/22/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LI
LVZ, INC.
HERITAGE FINANCIAL PLANNING | LVZ, INC. | LVZ MARKETING GROUP LLC | LVZ INVESTMENT MANAGEMENT | LVZ FINANCIAL PLANNING | LVZ ADVISORS, INC. | LVZ ADVISORS | LORENCE ASSET MANAGEMENT LTD,DBA HERITAGE FINANCIAL PLANNING | LORENCE & VANDER ZWART | J. LORENCE & ASSOCIATES
CRD#: 124228 / SEC#: 801-66772
RIA
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Contact information
Main Address
240 South River Avenue, Holland, MI 49423
Mailing Address
Phone number
(616) 394-4994
Established
Firm type
Fiscal year end
# of Employees
25
SEC notice filing (26 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,242 |
| AUM (Assets Under Management) | $ 969,207,213 |
Red Flags
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