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Matthew Van cook Wells

Greenbelt Investment Advisors, LLC

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About Matthew Van cook Wells

Matthew Van Cook Wells is a registered investment advisor representative with Greenbelt Investment Advisors, LLC. Matthew has over 20 years of experience in the financial services industry and has held various roles at firms such as First Financial Equity Corporation, Sunbelt Securities, Inc., Evolve Securities, Inc., AFS Brokerage, Inc., SWS Financial Services, WM Financial Services, Inc., Wells Fargo Investments, LLC, and Morgan Stanley DW Inc. Matthew has passed the Series 7, Series 31, and Series 66 exams and holds an active registration in Texas. Matthew's specialties include financial planning and portfolio management for individuals. Matthew may receive compensation for conducting insurance business, including life insurance, but devotes less than 5% of his time to these activities.

Firm Information

Matthew Wells is currently registered with Greenbelt Investment Advisors, LLC. Greenbelt Investment Advisors, LLC is an investment advisor based in Round Rock, TX. The firm offers financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. Greenbelt Investment Advisors, LLC manages approximately $134,578,405 in regulatory assets under management. They have a team of 3 licensed agents and 5 investment advisor representatives.
Greenbelt Investment Advisors, LLC

100 E MAIN STREET

ROUND ROCK, TX 78664

$134.58M

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 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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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 Wells’s Registration & Firm History

TX

12/07/2010 - Present

Greenbelt Investment Advisors, LLC (ROUND ROCK TX)

TX

02/09/2012 - 05/21/2013

FIRST FINANCIAL EQUITY CORPORATION (AUSTIN TX)

TX

01/12/2011 - 04/01/2011

SUNBELT SECURITIES, INC. (HOUSTON TX)

TX

04/30/2008 - 12/31/2010

EVOLVE SECURITIES, INC. (DALLAS TX)

TX

03/24/2006 - 04/30/2008

AFS BROKERAGE, INC. (AUSTIN TX)

TX

07/08/2005 - 03/28/2006

SWS FINANCIAL SERVICES (AUSTIN TX)

CA

11/05/2004 - 07/19/2005

WM FINANCIAL SERVICES, INC. (IRVINE CA)

CA

09/12/2003 - 11/09/2004

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

NY

04/26/2002 - 09/15/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 05/06/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/17/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 04/25/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Van cook Wells.
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