Matthew Lurvey
PNL Investments · Dover, Massachusetts
Matthew Lurvey is a fee-only financial advisor at PNL Investments in Dover, Massachusetts, who holds the CFA credential. PNL Investments reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | PNL Investments |
|---|---|
| Based in | Dover, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.5M across 7 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 8188758 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Matthew's firm compares
- PNL Investments's average account is about $217,000, from its Form ADV (assets managed divided by 7 accounts).
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Questions about Matthew
Is Matthew Lurvey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and PNL Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, PNL Investments, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Matthew Lurvey based?
Matthew Lurvey is based in Dover, Massachusetts.
What credentials does Matthew Lurvey hold?
Matthew Lurvey holds the CFA credential.
Is Matthew Lurvey registered with the SEC?
Yes. Matthew Lurvey is registered as an investment adviser representative in MA (CRD 8188758), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PNL Investments manage?
PNL Investments reports $1.5M across 7 accounts in assets under management.
How do I contact Matthew Lurvey?
Contact details aren't on file yet. Search for PNL Investments.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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