Unclaimed Profile

Sheila Anne Matthys

USAA INVESTMENT SERVICES COMPANY·SAN ANTONIO, Texas

USAA INVESTMENT SERVICES COMPANY

9800 FREDERICKSBURG ROAD, SAN ANTONIO, TX 78288-0227CRD# 4268598Firm CRD# 5475

Profile Verification

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

Identity

Sheila Anne Matthys · SAN ANTONIO, TX

Registration

CRD #4268598 · USAA INVESTMENT SERVICES COMPANY

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Financial Planning

Client Types

High Net Worth Individuals

Introduction

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Firm Overview

Firm

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

Background

Compensation

Other: REFERRAL FEES PURSUANT TO A REFERRAL AGREEMENT

Regulatory

SEC/IARD CRD# 4268598

Firm CRD# 5475

View on FINRA BrokerCheck →

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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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