Skip to content

Matthew Newman

Investment adviser representative at Argent Wealth in Ridgeland, MS

Investment adviser registrationUpdated

Matthew Newman is an investment adviser representative at Argent Wealth, LLC, an investment adviser managing $487M, and works from its Ridgeland, MS office. Matthew Newman has been registered through Argent Wealth since 8 October 2026, has 15 years in the industry across 5 firms and has passed the Series 63, Series 6 and Series 65.

15
Years in industry
0
Years at firm
5
Adviser firms
1
States registered

From the IAPD record, checked 23 October 2026SEC record

Career

Matthew Newman has been an investment adviser representative at Argent Wealth since October 2026, and is not listed among the firm’s executive officers or direct owners.

Argent Wealth, LLC is a Ridgeland, MS firm with $487M under management, 470 clients and 6 advisers in one office, as of its March 2026 filing.

Matthew Newman’s longest registration was 7 years at Valic Financial Advisors, Inc. (2013–2021). Before joining Argent Wealth in 2026, Matthew Newman was registered through Voya Financial Advisors, Inc. and MML Investors Services, LLC.

  1. – present · under a year
    Ridgeland, MS · Adviser representative · Firm CRD 311685
  2. Voya Financial Advisors, Inc.
    – · 2 years
    Jackson, MS · Adviser representative · Firm CRD 2882
  3. MML Investors Services, LLC
    – · under a year
    Madison, MS · Adviser representative · Firm CRD 10409
  4. Prudential Financial Planning Services
    – · 1 year
    Metairie, LA · Adviser representative · Firm CRD 5685
  5. Valic Financial Advisors, Inc.
    – · 7 years
    Ridgeland, MS · Adviser representative · Firm CRD 42803

Credentials and registrations

Investment adviser representative registrations

Matthew Newman is registered as an investment adviser representative in Mississippi, since October 2026.

  • MississippiSince 8 October 2026

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 656 August 2013
Name
Uniform Investment Adviser Law Examination
Series 624 March 2009
Name
Investment Company Products/Variable Contracts Representative Examination
Series 6317 March 2009
Name
Uniform Securities Agent State Law Examination

Key facts

Full name
Matthew A Newman
CRD
5647945
Firm
Argent Wealth · CRD 311685
Office
1020 HIGHLAND COLONY PARKWAY, SUITE 603, Ridgeland, MS 39157
Registration
Investment adviser registration
In the industry since
August 2011
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Matthew Newman work?

Matthew Newman is an investment adviser representative registered through Argent Wealth, LLC since October 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 23 October 2026

Is Matthew Newman a financial advisor?

Yes. Matthew Newman has a current investment-adviser registration in Mississippi, through Argent Wealth since October 2026.

Source: IAPD individual record, checked 23 October 2026

How many years of experience does Matthew Newman have?

Matthew Newman has 15 years in the financial industry, since August 2011, across 5 adviser firms.

Source: IAPD individual record, checked 23 October 2026

What exams has Matthew Newman passed?

Matthew Newman has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in March 2009. FINRA credited Matthew Newman with the SIE, which began in October 2018.

Source: IAPD individual record, checked 23 October 2026

Where did Matthew Newman work before Argent Wealth?

Before Argent Wealth, Matthew Newman was registered through Voya Financial Advisors, Inc., May 2024 to October 2026; MML Investors Services, LLC, April 2023 to December 2023; Prudential Financial Planning Services, October 2021 to March 2023; Valic Financial Advisors, Inc., August 2013 to August 2021.

Source: IAPD individual record, checked 23 October 2026

Where is Matthew Newman based?

Matthew Newman’s registered office is in Ridgeland, MS.

Source: IAPD individual record, checked 23 October 2026

Is Matthew Newman registered with FINRA?

No. Matthew Newman has no current broker registration.

Source: IAPD individual record, checked 23 October 2026

How can I verify Matthew Newman’s record?

Search CRD 5647945 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Newman’s full registration record.

Source: IAPD individual record, checked 23 October 2026

Leadership at Argent Wealth

Sources

  1. IAPD individual record, CRD 5647945, checked 23 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Argent Wealth, LLC, filed 30 March 2026. Executive officers and direct owners; this person is not among them.