Matthew McCleary, financial advisor Houston TX
90 score

Matthew McCleary

CRD Number: 5918491
Current Firm: Park Avenue Securities LLC

Matthew McCleary (CRD# 5918491) is an Investment Advisor Representative working at Park Avenue Securities LLC in Houston, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Park Avenue Securities LLC Houston, TX Jan 2016 - Current < 1
Guardian Life Insurance Company Houston, TX Jan 2016 - Current < 1
Guardian Life Insurance Company Sugar Land, TX May 2013 - Dec 2015 2
Park Avenue Securities Sugar Land, TX May 2013 - Dec 2015 2
Park Avenue Securities Houston, TX May 2011 - May 2013 2
Guardian Life Insurance Company Houston, TX Mar 2010 - May 2013 3
Fidelity Investments Westlake, TX Jun 2010 - Aug 2010 < 1
Unemployed College Station, TX Jun 2009 - May 2010 < 1
Brian Creast Country Club Bryan, TX Feb 2009 - Jun 2009 < 1
Unemployed College Station, TX Aug 2008 - Jan 2009 < 1
Beirne Maynard Parsons LLC Houston, TX Jul 2008 - Sep 2008 < 1
Young Life Cypress, TX May 2008 - Jul 2008 < 1
Unemployed College Station, TX Sep 2007 - May 2008 < 1
Coca Cola Houston, TX Jan 2007 - Aug 2007 < 1
Unemployed Colleg Station, TX Sep 2006 - Dec 2006 < 1
Beirne, Magnard Parsons LLC Houston, TX Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Matthew J. McCleary
Phone Number: 1-888-600-4667
Registered State(s):
  • GA
  • WA
  • TX
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • 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, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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

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