Unclaimed Profile

Matthew Van Cook Wells

GREENBELT INVESTMENT ADVISORS, LLC·ROUND ROCK, Texas

Series 7, Series 31, Series 66Clean record24 years registeredGREENBELT INVESTMENT ADVISORS, LLC

100 E MAIN STREET, ROUND ROCK, TX 78664CRD# 4505814Firm CRD# 155704

Profile Verification

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

Identity

Matthew Van Cook Wells · ROUND ROCK, TX

Registration

CRD #4505814 · GREENBELT INVESTMENT ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

GREENBELT INVESTMENT ADVISORS, LLC

Dec 2010 – present

EVOLVE INVESTMENT ADVISORS

Feb 2006 – Jan 2011

AUSTIN, TX

TREATY OAK INVESTMENT ADVISORS, INC.

Sep 2005 – Mar 2006

AUSTIN, TX

SWS FINANCIAL SERVICES

Jul 2005 – Dec 2005

AUSTIN, TX

WM FINANCIAL SERVICES, INC.

Nov 2004 – Jul 2005

AUSTIN, TX

WELLS FARGO INVESTMENTS, LLC

Sep 2003 – Nov 2004

AUSTIN, TX

MORGAN STANLEY

May 2002 – Sep 2003

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 66

Registration record

First registered · May 7, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GREENBELT INVESTMENT ADVISORS, LLC

CRD 155704 · SEC 801-126059

AUM

$135M

Regulatory assets under management

Employees

408 client accounts

Services offered by GREENBELT INVESTMENT ADVISORS, 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 GREENBELT INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Van Cook Wells offer?

Matthew Van Cook Wells specializes in Financial Planning, Investment Management. Contact their office in ROUND ROCK, Texas for a consultation.

What are Matthew Van Cook Wells's credentials?

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

Where is Matthew Van Cook Wells located?

Matthew Van Cook Wells is based in ROUND ROCK, Texas, working with GREENBELT INVESTMENT ADVISORS, LLC. Their office serves clients in the ROUND ROCK metropolitan area and surrounding communities.

How does Matthew Van Cook Wells charge for services?

Matthew Van Cook Wells'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 GREENBELT INVESTMENT ADVISORS, LLC?

GREENBELT INVESTMENT ADVISORS, LLC has approximately 5 employees and manages $135M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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