Matthew T. Newman
IRON GATE GLOBAL ADVISORS
North Salt Lake, UT 84054
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CRD#: 6674059
Professional summary
Matthew Timothy Newman, CFP®, who also goes by Matthew Newman, is a registered financial advisor currently at IRON GATE GLOBAL ADVISORS located in North Salt Lake, Utah.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Matthew has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew Newman
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.) Rental property under Matthew Newman's name, not an LLC; 2.) Non-investment related; 3.) 27 S. 800 E #314, Salt Lake City, UT 84102; 4.) Nature of the business - Real Estate; 5.) Position and Title - Owner; 6.) Start Date - 6/1/2022; 7.) 1-hour a month; 8.) 0 hours a month during trading hours; 9.) Collecting rent, paying mortgage and HOE fee, occasionally coordinating with plumber/handyman if something needs repairs.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Timothy Newman'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: 2021
Experience
Current
February 26, 2020 - Present
IRON GATE GLOBAL ADVISORS
Office #1: 960 North 400 East, North Salt Lake, UT 84054RIA
CRD#: 111177
North Salt Lake, UT
Past
July 20, 2017 - June 17, 2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
SALT LAKE CTY, UT
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".
IG
IRON GATE GLOBAL ADVISORS
AMUSSEN, HUNSAKER & ASSOCIATES INCORPORATED | IRON GATE GLOBAL ADVISORS, LLC | IRON GATE GLOBAL ADVISORS | AMUSSEN, HUNSAKER & ASSOCIATES, LLC
CRD#: 111177 / SEC#: 801-110310
RIA
Registered Investment Advisory firm - (4/19/2017 Approved)California
Registered Investment Advisory firm - (6/7/2017 Terminated)Texas
Registered Investment Advisory firm - (5/8/2017 Terminated)Utah
Registered Investment Advisory firm - (5/8/2017 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
Utah(2/26/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IG
IRON GATE GLOBAL ADVISORS
AMUSSEN, HUNSAKER & ASSOCIATES INCORPORATED | IRON GATE GLOBAL ADVISORS, LLC | IRON GATE GLOBAL ADVISORS | AMUSSEN, HUNSAKER & ASSOCIATES, LLC
CRD#: 111177 / SEC#: 801-110310
RIA
Registered Investment Advisory firm - (4/19/2017 Approved)California
Registered Investment Advisory firm - (6/7/2017 Terminated)Texas
Registered Investment Advisory firm - (5/8/2017 Terminated)Utah
Registered Investment Advisory firm - (5/8/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
960 North 400 East, North Salt Lake, UT 84054
Mailing Address
Phone number
(888) 591-0334
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (22 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,925 |
| AUM (Assets Under Management) | $ 1,059,413,573 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/07/2025 | ||
| 09/20/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
IRON GATE GLOBAL ADVISORS
CRD#: 111177North Salt Lake, UT 84054TRUST BUT VERIFY
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