Matthew Knauss, financial advisor Houston TX
90 score

Matthew Knauss

CRD Number: 5967992
Current Firm: Sunbelt Securities

Matthew Knauss (CRD# 5967992) is an Investment Advisor Representative working at Sunbelt Securities in Houston, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Brazos Wealth Management (dba) Houston, TX Nov 2011 - Current 5
Sunbelt Securities Inc. Houston, TX Aug 2011 - Current 5
Unemployed Sugar Land, TX Jun 2011 - Jul 2011 < 1
University Of San Diego San Diego, CA Aug 2010 - May 2011 < 1
Clorox Co Oakland, CA Jun 2010 - Aug 2010 < 1
University Of San Diego San Diego, CA Jun 2009 - Jun 2010 1
Techco International Anaheim, CA Jan 2009 - Jun 2009 < 1
University Of San Diego San Diego, CA Jun 2008 - Jan 2009 < 1
Hardcore Mustangs San Diego, CA Dec 2007 - Jun 2008 < 1
University Of San Diego San Diego, CA Sep 2007 - Dec 2007 < 1
Jtg/wood Brothers Racing Charlotte, NC May 2007 - Aug 2007 < 1
Strake Jesuit High School Houston, TX Sep 2006 - May 2007 < 1
Kourage Inc. Sugar Land, TX Jun 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Matthew C. Knauss
Phone Number: 713-965-9510
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    201
    MILLIONS
  • Total Number of Accounts
    957
    ACCOUNTS
  • Average Account Value
    $209,810
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, IA, IL, KY, LA, MI, MO, MS, NC, NE, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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