Matthew ShieldsCRD Number: 5065210
Current Firm: U.s. Capital Wealth Advisors, LLC
Matthew Shields (CRD# 5065210) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Georgetown, TX and has over 11 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Abrol Capital Management
|U.s. Capital Wealth Advisors, LLC||Georgetown, TX||Jun 2017 - Current||4|
|Purshe Kaplan Sterling Investments, Inc.||Albany, NY||Jun 2017 - Dec 2017||< 1|
|Pruco Securities, LLC||Houston, TX||Jun 2010 - Jun 2017||7|
|The Prudential Insurance Company Of America||Houston, TX||Jun 2010 - Jun 2017||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2012|
|S63||Uniform Securities State Law Examination||Sep 2010|
Total Assets Under Management5,918MILLIONS
Total Number of Accounts8,959ACCOUNTS
Average Account Value$660,612
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV
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