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Matthew Burt Snellings

Pierson Wealth Management

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About Matthew Burt Snellings

Matthew Snellings is an investment advisor representative at Pierson Wealth Management in Atlanta, GA. Matthew has been in the industry since 2013 and holds a Series 65 license and the SIE exam. Matthew is also an insurance agent and works with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Matthew's primary focus is on providing financial planning and portfolio management services.

Firm Information

Matthew Snellings is currently registered with Pierson Wealth Management. Pierson Wealth Management is a Registered Investment Advisor (RIA) based in Atlanta, Georgia. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth clients. They manage approximately $306 million in assets for over 1,000 clients and offer a wrap fee program. The firm is regulated by the SEC under the SEC number 801-112676.
Pierson Wealth Management

1380 W. PACES FERRY ROAD NW

ATLANTA, GA 30327

$306.46M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Snellings’s Registration & Firm History

GA

02/16/2023 - Present

Pierson Wealth Management (ATLANTA GA)

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Licenses & Designations

IA

Issued 02/08/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/09/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Burt Snellings.
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