Matthew Fry, financial advisor Austin TX

Matthew Fry

CRD Number: 5629862
Current Firm: Kestra Advisory Services, LLC

Matthew Fry (CRD# 5629862) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 14 years of experience in the finance industry. Matthew Fry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
Kestra Advisory Services, LLC Fort Wayne, IN Nov 2023 - Current < 1
Kestra Investment Services, LLC Fort Wayne, IN Nov 2023 - Current < 1
Usa Financial Securities Corporation Ada, MI Jan 2018 - Nov 2023 5
Shelton Financial Group Fort Wayne, IN Feb 2017 - Nov 2023 6
Comprehensive Asset Management And Servicing, Inc. Parsippany, NJ Feb 2017 - Jan 2018 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Wayne, IN May 2014 - Jan 2017 2
Commonwealth Financial Network Waltham, MA Apr 2012 - May 2014 2
Leman Financial Advisors Fort Wayne, IN Apr 2012 - May 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2009
Contact Info for Matthew E. Fry
Phone Number: 8445537872
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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