Matthew James Anderson

Employer firm

Per Stirling Capital Management, LLC CRD 151671

$1.57B regulatory AUM 90 advisory clients

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

• 06/2005 → 12/2016
  Securities America Inc
  Austin, TX
• 08/2015 → 12/2016
  Spicewood Oaks Advisors Inc Dba Couch Hallum Financial Group
  Austin, TX
• 01/2017 → Present
  Per Stirling Capital Management, Llc.
  Austin, TX
• 01/2017 → Present
  B.B. Graham & Company, Inc.
  Austin, TX

Previous Registrations

• 2015-08-20 → 2017-03-31
  Couch Hallum Financial Group
  Suite 200, TX

Other Businesses

1. MATTHEW ANDERSON - INSURANCE SALES - INVESTMENT RELATED - 4900 SPICEWOOD SPRINGS RD., SUITE 300, AUSTIN TX 78759; NATURE OF BUSINESS: SALE AND SERVICE OF FIXED INSURANCE PRODUCTS; NUMBER OF HOURS: 1 PER WEEK. 2. ANDERSON OAKS RANCHING, LLC - NON- INVESTMENT-RELATED - 194 TRAVIS RD VALLEY MILLS, TX, 76689; RANCH RAISING LIVESTOCK, OWNER; NUMBER OF HOURS: 16 PER WEEK DURING NON-TRADING HOURS. ADDITIONAL OUTSIDE BUSINESS ACTIVITIES APPROVED BY PER STIRLING CAPITAL MANAGEMENT, LLC: 3. B.B. GRAHAM & COMPANY - INVESTMENT RELATED; 4900 SPICEWOOD SPRINGS ROAD, SUITE 300, AUSTIN, TX, USA, 78759; NATURE OF BUSINESS: BROKER DEALER; POSITION: REGISTERED REPRESENTATIVE; START DATE: 01/2017. ADDITIONAL OUTSIDE BUSINESS ACTIVITIES APPROVED BY B.B.GRAHAM & COMPANY: 4. PER STIRLING CAPITAL MANAGEMENT, LLC; INVESTMENT RELATED; 4800 BEE CAVES RD, AUSTIN, TX 78746; NATURE OF BUSINESS: REGISTERED INVESTMENT ADVISOR; POSITION: IAR; DUTIES: PROVIDE INVESTMENT MANAGEMENT SERVICES. START DATE: 01/2017

Exams

• S66 Uniform Combined State Law Examination
  2006-06-20

Designations

• Certified Financial Planner