Matthew Dowling
Professional Summary
Matthew Dowling is a registered financial advisor currently at NEWELL WEALTH MANAGEMENT, LLC located in Winter Garden, Florida. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Matthew has worked at 1 firm and has passed the Series 65 and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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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Years of Experience
1 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
NEWELL WEALTH MANAGEMENT, LLC
Contact Information
Main Address
213 South Dillard Street Suite #150h, Winter Garden, FL 34787Phone Number
(407) 337-7128# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
244AUM (Assets Under Management)
$49,658,149Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(5/8/2026)
(5/1/2026)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew Dowling's CRS (Customer Relationship Summary).
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