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Sheila Anne Matthys

USAA INVESTMENT SERVICES COMPANY·SAN ANTONIO, Texas
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9800 FREDERICKSBURG ROAD, SAN ANTONIO, TX 78288-0227CRD# 4268598Firm CRD# 5475
01

About

Sheila Anne Matthys is a registered financial advisor based in SAN ANTONIO, Texas, affiliated with USAA INVESTMENT SERVICES COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
03

Firm Overview

Firm
USAA INVESTMENT SERVICES COMPANY
USAA INVESTMENT SERVICES COMPANY
AUM
—
Regulatory assets under management
Employees
154
Total firm employees
View all advisors at USAA INVESTMENT SERVICES COMPANY →
Services
Financial planning
Other
04

Background

Compensation
Other: REFERRAL FEES PURSUANT TO A REFERRAL AGREEMENT
Regulatory
SEC/IARD CRD# 4268598
Firm CRD# 5475
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sheila Anne Matthys offer?
Sheila Anne Matthys specializes in Financial Planning. Contact their office in SAN ANTONIO, Texas for a consultation.
What are Sheila Anne Matthys's credentials?
Sheila Anne Matthys is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sheila Anne Matthys located?
Sheila Anne Matthys is based in SAN ANTONIO, Texas, working with USAA INVESTMENT SERVICES COMPANY. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.
How does Sheila Anne Matthys charge for services?
Sheila Anne Matthys's firm is compensated through other: referral fees pursuant to a referral agreement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is USAA INVESTMENT SERVICES COMPANY?
USAA INVESTMENT SERVICES COMPANY has approximately 154 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)FORT WORTH (349)PLANO (172)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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