Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Richter is a financial advisor with 1900 Wealth in San Antonio, TX. Matthew has been in the industry for over 22 years. Matthew is licensed to provide investment advice in the state of Texas. Prior to joining 1900 Wealth, Matthew worked at MKM PARTNERS LLC, WESTLAKE SECURITIES, TEJAS SECURITIES GROUP, INC., WM SMITH SECURITIES INCORPORATED, STIFEL, NICOLAUS & COMPANY, INCORPORATED, HANIFEN, IMHOFF INC., and BROKERAGE ADMINISTRATORS CORPORATION. Matthew holds the Series 6, 7, 55, 63, and 65 licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Consulting fees
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2
TX
07/08/2022 - Present
1900 Wealth (SAN ANTONIO TX)
TX
11/08/2010 - 06/24/2013
MKM PARTNERS LLC (AUSTIN TX)
TX
09/30/2008 - 11/11/2010
WESTLAKE SECURITIES (AUSTIN TX)
TX
11/14/2005 - 09/24/2008
TEJAS SECURITIES GROUP, INC. (AUSTIN TX)
CO
11/26/2003 - 11/16/2005
WM SMITH SECURITIES INCORPORATED (GREENWOOD VILLAGE CO)
CO
03/15/2002 - 06/13/2002
WM SMITH SECURITIES INCORPORATED (GREENWOOD VILLAGE CO)
MO
01/12/2000 - 07/30/2001
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
CO
02/23/1998 - 04/13/2000
HANIFEN, IMHOFF INC. (DENVER CO)
CO
05/21/1997 - 02/23/1998
HANIFEN, IMHOFF INC. (DENVER CO)
CO
05/21/1996 - 05/08/1997
BROKERAGE ADMINISTRATORS CORPORATION (ENGLEWOOD CO)
IA
Issued 07/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/10/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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