Matthew Frost (CRD# 7249298) is an Investment Advisor Representative working at Astoria Strategic Wealth, Inc. in Conroe, TX and has over 3 years of experience in the finance industry. Matthew Frost 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.
CRD# 5776541
Equitable Advisors, LLC
CRD# 4079212
Lpl Financial LLC
CRD# 1492644
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Astoria Strategic Wealth | Flower Mound, TX | Mar 2020 - Current | 4 |
Texas Tech University Health Sciences Center | Lubbock, TX | Jul 2019 - Dec 2019 | < 1 |
Texas Tech University School Of Law | Lubbock, TX | Jul 2016 - Dec 2019 | 3 |
Texas Tech University Office Of General Counsel | Lubbock, TX | Jan 2019 - May 2019 | < 1 |
Lexisnexis | Lubbock, TX | Aug 2017 - May 2019 | 1 |
210 Crossfit | San Antonio, TX | Jan 2014 - Jul 2016 | 2 |
University Of Texas At San Antonio | San Antonio, TX | Aug 2012 - Dec 2015 | 3 |
Rogers And Moore Pllc | Boerne, TX | Apr 2013 - Apr 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- TX
-
Total Assets Under Management352MILLIONS
-
Total Number of Accounts792ACCOUNTS
-
Average Account Value$444,527
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
NY, TX
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