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Matthew Ward Frazier

Shelter Wealth Strategies, LLC

Houston, TX

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Current Employers
Shelter Wealth Strategies, Llc

1400 Post Oak Blvd Suite 450, Houston, TX 77056 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-06-18
  • TX RA
    APPROVED_RES
    Since 2026-06-18

Branch Locations

1400 Post Oak Blvd Suite 450, Houston, TX 77056 • 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
Shelter Wealth Strategies, Llc Houston TX 06/2026 Present
Matthew W. Frazier, Pc Houston TX 02/2024 Present
Sage Settlement Consulting, Llc (F/K/A The Settlement Alliance) Houston TX 01/2016 Present
Legal Med Review, Llc Houston TX 07/2021 Present
Strategic Financial Group - A Massmutual Firm Houston TX 05/2024 Present
Archer Systems, Llc Houston TX 01/2016 04/2024
  • 06/2026 → Present
    Houston, TX
  • 02/2024 → Present
    Matthew W. Frazier, Pc
    Houston, TX
  • 01/2016 → Present
    Sage Settlement Consulting, Llc (F/K/A The Settlement Alliance)
    Houston, TX
  • 07/2021 → Present
    Legal Med Review, Llc
    Houston, TX
  • 05/2024 → Present
    Strategic Financial Group - A Massmutual Firm
    Houston, TX
  • 01/2016 → 04/2024
    Archer Systems, Llc
    Houston, TX
Other Businesses

MATTHEW W. FRAZIER, P.C. / NOT INVESTMENT-RELATED / 2419 LOCKE LANE, HOUSTON, TX 77019 / LEGAL PROFESSIONAL CORPORATION / OWNER / ATTORNEY / FEB2024 / 30HRS PER MONTH / 1 HR DURING TRADING HRS / ATTORNEY; SAGE SETTLEMENT CONSULTING, LLC / NOT INVESTMENT-RELATED / 1400 POST OAK BLVD., SUITE 450, HOUSTON, TX 77019 / SETTLEMENT PLANNING / SETTLEMENT PLANNER / SETTLEMENT PLANNER / JAN2016 / 40HRS PER MONTH / 1HR DURING TRADING HRS / SETTLEMENT PLANNING FOR PERSONAL INJURY VICTIMS; LEGAL MED REVIEW, LLC / NOT INVESTMENT-RELATED / 2419 LOCKE LANE, HOUSTON, TX 77019 / THIRD-PARTY CONSULTING AND AUDITING OF LEGAL PORTFOLIOS / OWNER & MEMBER / OWNER & MEMBER / JUL2021 / 120HRS PER MONTH / 3.5HRS DURING TRADING HRS / PERFORM REVIEWS AND AUDITS OF LEGAL PORTFOLIOS; STRATEGIC FINANCIAL GROUP - A MASSMUTUAL FIRM / NOT INVESTMENT-RELATED / 3 GREENWAY PLAZA, SUITE 1500, HOUSTON, TX 77046 / LIFE INSURANCE / CAREER AGENT / CAREER AGENT / MAY2024 / 10HRS PER MONTH / 1HR DURING TRADING HRS / CAREER AGENT OFFERING LIFE INSURANCE OPTIONS

Other Names
  • Matthew Frazier

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