Unclaimed Profile

Matthew Howard Fuller

FULLER WEALTH MANAGEMENT, LLC·DALLAS, Texas

SIE, Series 7, Series 9, Series 10, Series 63, Series 6525 years registeredFULLER WEALTH MANAGEMENT, LLC

14850 QUORUM DRIVE, DALLAS, TX 75254CRD# 2221854Firm CRD# 281767

Profile Verification

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

Identity

Matthew Howard Fuller · DALLAS, TX

Registration

CRD #2221854 · FULLER WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

Nov 2025 – present

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Feb 2025 – present

XO WEALTH MANAGEMENT

Jan 2025 – Feb 2025

DALLAS, TX

XO WEALTH MANAGEMENT

Apr 2016 – Dec 2024

DALLAS, TX

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

Feb 2015 – Feb 2016

DALLAS, TX

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

Nov 2013 – Dec 2014

DALLAS, TX

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jul 2009 – Oct 2013

PLANO, TX

RAYMOND JAMES & ASSOCIATES, INC.

Dec 2005 – Jul 2009

FRISCO, TX

WACHOVIA SECURITIES, LLC

Jul 2003 – Nov 2005

PLANO,, TX

PRUDENTIAL SECURITIES INCORPORATED

Aug 2000 – Jul 2003

PLANO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · August 21, 2000

Years registered · 25

Disclosure History

2011Customer Dispute·Award / Judgment

2000Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FULLER WEALTH MANAGEMENT, LLC

CRD 281767 · SEC 801-106827

AUM

$708M

Regulatory assets under management

Employees

1,824 client accounts

Services offered by FULLER WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FULLER WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Howard Fuller offer?

Matthew Howard Fuller specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.

What are Matthew Howard Fuller's credentials?

Matthew Howard Fuller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Howard Fuller located?

Matthew Howard Fuller is based in DALLAS, Texas, working with FULLER WEALTH MANAGEMENT, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Matthew Howard Fuller charge for services?

Matthew Howard Fuller's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FULLER WEALTH MANAGEMENT, LLC?

FULLER WEALTH MANAGEMENT, LLC has approximately 9 employees and manages $708M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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