Matthew Snellings, financial advisor Atlanta GA

Matthew Snellings

CRD Number: 7617691
Current Firm: Pierson Wealth Management

Matthew Snellings (CRD# 7617691) is an Investment Advisor Representative working at Pierson Wealth Management in Atlanta, GA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Pierson Wealth Management Atlanta, GA Feb 2023 - Current 1
Raymond James & Associates, Inc. Atlanta, GA Aug 2022 - Dec 2022 < 1
Capstone Financial Atlanta, GA Jan 2021 - Jul 2022 1
University Of Georgia Athens, GA Aug 2016 - Dec 2020 4
North Atlanta High School Atlanta, GA Aug 2013 - May 2016 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2023
Contact Info for Matthew B. Snellings
Phone Number: 404-233-7272
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    306
    MILLIONS
  • Total Number of Accounts
    1,053
    ACCOUNTS
  • Average Account Value
    $291,035
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AL, FL, GA, IL, LA, NC, SC, TX, VA

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