Matthew S. Neve

MAXIMUS WEALTH ADVISORS

North Salt Lake, UT 84054

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CRD#: 6905370

Professional summary

Matthew Scott Neve, who also goes by Matt Neve, is a registered financial advisor currently at MAXIMUS WEALTH ADVISORS located in North Salt Lake, Utah.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Matthew has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Neve

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.

BODY FIT WELLNESS LLC; PRESIDENT/OWNER; NON-INVESTMENT RELATED; 20 HOURS WEEKLY SPENT IN THIS BUSINESS, START 07/1991; BOUNTIFUL, UT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Scott Neve'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®

None

Experience

Current

April 17, 2019 - Present

MAXIMUS WEALTH ADVISORS

Office #1: 1010 North 500 East Suite 110b, North Salt Lake, UT 84054

RIA

CRD#: 299455

North Salt Lake, UT

Past

January 24, 2018 - January 23, 2019

STRATEGIC PLANNING GROUP

RIA

CRD#: 113844

BOUNTIFUL, UT

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
(4/17/2019)

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 65

Date: 1/12/2018

Uniform Investment Adviser Law Examination

Current Firm

MAXIMUS WEALTH ADVISORS

MAXIMUS WEALTH ADVISORS | MAXIMUS WEALTH ADVISORS LLC

CRD#: 299455 / SEC#:

Utah

Registered Investment Advisory firm - (4/17/2019 Approved)

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Contact information

Main Address

517 South 200 West Garden Level Suite 10, Salt Lake City, UT 84101

Mailing Address

Phone number

(801) 870-7510

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	19
AUM (Assets Under Management)	$ 6,944,988

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 S. Neve

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Scott Neve's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAXIMUS WEALTH ADVISORS

STRATEGIC PLANNING GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 1/12/2018

Current Firm

MAXIMUS WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MAXIMUS WEALTH ADVISORS

TRUST BUT VERIFY

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