Matthew Charles Knauss

Employer firm

Sunbelt Securities, Inc. CRD 42180

$2.64B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → Present
  Sunbelt Securities Inc
  Houston, TX

Other Businesses

Pamco (OBA): Not investment related. 1707 1/2 Post Oak Boulevard #196 Houston, Texas 77056. Equity Ownership. Silent Owner. No relationship. Start: 01/2022. Zero hours per week, none during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2011-11-17