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Chief Compliance Officer · Newsquare Capital, LLC

Matthew G. Wilson

CRD 4244570 · Named on Form ADV at one SEC-registered adviser

At a glance

Newsquare Capital, LLC, an SEC-registered wealth manager based in Newtown Square, PA with $2.4 billion in regulatory assets, lists Matthew G. Wilson on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • Newsquare Capital, LLCChief Compliance OfficerWealth manager · Newtown Square, PA · $2.4B in regulatory assets

AtlasMembers

Matthew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.