Matthew Anderson, financial advisor Austin TX

Matthew Anderson

CRD Number: 4992743
Current Firm: Per Stirling Capital Management, LLC

Matthew Anderson (CRD# 4992743) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 17 years of experience in the finance industry. Matthew Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
Per Stirling Capital Management, LLC Austin, TX Jan 2017 - Current 7
B.b. Graham & Company, Inc. Austin, TX Jan 2017 - Current 7
Spicewood Oaks Advisors Inc Dba Couch Hallum Financial Group Austin, TX Aug 2015 - Dec 2016 1
Securities America Inc. Austin, TX Jun 2005 - Dec 2016 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Matthew J. Anderson
Phone Number: 512-628-2300
Registered State(s):
  • FL
  • NM
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    1,185
    MILLIONS
  • Total Number of Accounts
    3,434
    ACCOUNTS
  • Average Account Value
    $345,025
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, FL, GA, ID, IL, LA, MN, NC, NJ, NM, NY, OH, PA, SC, TX, VA, WA

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