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Matthew Thomas Russell

Mtr Financial Services, LLC

Kingwood, TX

CRD 5634348

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Employer firm

Mtr Financial Services, LLC CRD 149078

$120M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Mtr Financial Services, Llc

900 Rockmead Drive Suite 151, Kingwood, TX 77339 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2012-11-20
  • TX RA
    APPROVED
    Since 2012-11-20

Branch Locations

900 Rockmead Drive Suite 151, Kingwood, TX 77339 • 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
Mtr Financial Services, Llc Kingwood TX 01/2009 Present
Previous Registrations
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES

Nearby Investors

KYLE ANDREW SADLER
LINDSEY C. REDDING
DAVID PATRICK FARRELL

Nearby Offices

OSAIC WEALTH, INC. · KINGWOOD, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · KINGWOOD, TX
EDWARD JONES · KINGWOOD, TX

More in Kingwood, TX

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