Unclaimed Profile

Matt Robert Vorst

SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC·MENLO PARK, California

Series 7, Series 66Clean record24 years registeredSIRIUS WEALTH MANAGEMENT STRATEGIES, LLC

1040 NOEL DRIVE, MENLO PARK, CA 94025CRD# 4504744Firm CRD# 147418

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matt Robert Vorst · MENLO PARK, CA

Registration

CRD #4504744 · SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC · 24 years registered

Brand Profile

Not yet started

Career History

SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC

Jul 2008 – present

MERRILL LYNCH PIERCE FENNER & SMITH INC.

May 2002 – May 2006

SAN JOSE, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · May 16, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC

CRD 147418 · SEC 801-80973

AUM

$71M

Regulatory assets under management

Employees

220 client accounts

Services offered by SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC →

Introduction

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Frequently Asked Questions

What services does Matt Robert Vorst offer?

Matt Robert Vorst specializes in Financial Planning, Investment Management. Contact their office in MENLO PARK, California for a consultation.

What are Matt Robert Vorst's credentials?

Matt Robert Vorst is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matt Robert Vorst located?

Matt Robert Vorst is based in MENLO PARK, California, working with SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.

How does Matt Robert Vorst charge for services?

Matt Robert Vorst's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC?

SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC has approximately 1 employees and manages $71M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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