Matthew Aaron Bennett

Employer firm

Quotient Wealth Partners, LLC CRD 326819

$4.61B 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

• 05/2012 → 08/2023
  Goldman Sachs Personal Financial Management
  Irving/ San Antonio, TX
• 09/2023 → Present
  Quotient Wealth Partners, Llc
  Houston, TX

Previous Registrations

• 2013-02-24 → 2023-10-19
  United Capital Financial Advisors
  Lubbock, TX
  Irving, TX
  San Antonio, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-23

Designations

• Certified Financial Planner

Other Names

• Matt Bennett
• Matt A Bennett