Matthew MoncriefCRD Number: 5452086
Current Firm: Salient Capital Advisors, LLC
Matthew Moncrief (CRD# 5452086) is an Investment Advisor Representative working at Salient Capital Advisors, LLC in Houston, TX and has over 7 years of experience in the finance industry.
The Goff Financial Group
Linscomb & Williams
|Salient Partners, LP||Houston, TX||Jul 2012 - Current||4|
|Salient Capital, LP||Houston, TX||Jul 2012 - Current||4|
|Salient Capital Advisors, LLC||Houston, TX||Jul 2012 - Current||4|
|Amegy Bank Of Texas||Houston, TX||Jun 2010 - Jul 2012||2|
|Unemployed||Houston, TX||Feb 2010 - Jun 2010||< 1|
|Tudor, Pickering & Company Securities, Inc.||Houston, TX||Nov 2007 - Feb 2010||2|
|Unemployed||Houston, TX||Aug 2007 - Nov 2007||< 1|
|Extended Travel||Houston, TX||May 2007 - Aug 2007||< 1|
|Austin - High School||Austin, TX||Nov 2006 - May 2007||< 1|
|University Of Texas - Austin||Austin, TX||Aug 2006 - May 2007||< 1|
|Univ. Nacional De Cordoba||Cordoba,||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
|S63||Uniform Securities State Law Examination||Nov 2008|
Total Assets Under Management4,460MILLIONS
Total Number of Accounts2,499ACCOUNTS
Average Account Value$1,784,598
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.