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Matthew Stephen Kerns

Clear Trail Advisors, LLC

Houston, TX

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Current Employers
Clear Trail Advisors, Llc

5847 San Felipe St. Suite 950, Houston, TX 77057 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-12
  • TX RA
    APPROVED
    Since 2025-08-12

Branch Locations

5847 San Felipe St. Suite 950, Houston, TX 77057 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Escalante Golf, Inc. Houston TX 05/2013 11/2019
Teak Tree Capital Management Ft. Worth TX 12/2019 02/2020
Unemployed Houston TX 03/2020 04/2020
Steward Partners Global Advisory Llc Houston TX 04/2020 08/2025
Raymond James Financial Services, Inc. Houston TX 09/2020 05/2022
Steward Partners Investment Advisory, Llc Houston TX 04/2020 08/2025
Steward Partners Investment Solutions, Llc Houston TX 05/2022 08/2025
Clear Trail Advisors, Llc Houston TX 08/2025 Present
  • 05/2013 → 11/2019
    Escalante Golf, Inc.
    Houston, TX
  • 12/2019 → 02/2020
    Teak Tree Capital Management
    Ft. Worth, TX
  • 03/2020 → 04/2020
    Unemployed
    Houston, TX
  • 04/2020 → 08/2025
    Steward Partners Global Advisory Llc
    Houston, TX
  • 09/2020 → 05/2022
    Raymond James Financial Services, Inc.
    Houston, TX
  • 04/2020 → 08/2025
    Steward Partners Investment Advisory, Llc
    Houston, TX
  • 05/2022 → 08/2025
    Steward Partners Investment Solutions, Llc
    Houston, TX
  • 08/2025 → Present
    Clear Trail Advisors, Llc
    Houston, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-04
  • S66 Uniform Combined State Law Examination
    2021-06-04
Designations
Other Names
  • Matthew Kerns
  • Matthew Stephen Kerns

View on SEC IAPD

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