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Matthew Lynn Trenary

Alphastar Capital Management

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About Matthew Lynn Trenary

Matthew Trenary is an investment advisor representative with Alphastar Capital Management, located in Cornelius, NC. Matthew has experience in the financial services industry and has held prior positions at W&S Brokerage Services, Inc., Western & Southern Life, Lowes Home Improvement, Northwestern Mutual, Hendrick Volkswagen of Concord, and Hendrick Chrysler Dodge Jeep Ram. Matthew holds a Series 7TO, Series 66, and SIE licenses. Matthew is also a driver coach for SCCA Track Night in America. Alphastar Capital Management provides financial planning, pension consulting, selection of other advisors, and portfolio management services to individuals, corporations, and pension plans.

Firm Information

Matthew Trenary is currently registered with Alphastar Capital Management. Alphastar Capital Management, based in Cornelius, NC, is an investment advisor with over $1 billion in assets under management. They provide financial planning, pension consulting, and portfolio management services for individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans. They also offer sub-advisory services and selection of other advisors.
Alphastar Capital Management

19600 WEST CATAWBA AVENUE

CORNELIUS, NC 28031

$1.15B

Assets Under Management

71

Total Clients

94

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services

Sub-advisory services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Matthew Trenary’s Registration & Firm History

NC

12/11/2023 - Present

Alphastar Capital Management (CORNELIUS NC)

NC

11/09/2021 - 02/28/2022

W&S BROKERAGE SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 01/03/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/09/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/16/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Lynn Trenary.
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