Matthew Shields, financial advisor Georgetown TX

Matthew Shields

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Matthew J. Shields
Phone Number: 713-366-5000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    5,918
    MILLIONS
  • Total Number of Accounts
    8,959
    ACCOUNTS
  • Average Account Value
    $660,612
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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