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Matthew Ian Stevenson

AWM FINANCIAL SERVICES INC.·THE WOODLANDS, Texas
Series 65Clean record10 years registeredAWM FINANCIAL SERVICES INC.
9595 SIX PINES DRIVE, THE WOODLANDS, TX 77380CRD# 6639503Firm CRD# 144351

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Ian Stevenson · THE WOODLANDS, TX
Registration
CRD #6639503 · AWM FINANCIAL SERVICES INC. · 10 years registered
Brand Profile
Not yet started
01

Career History

AWM FINANCIAL SERVICES INC.
Mar 2026 – present
AWM FINANCIAL SERVICES INC.
Apr 2016 – Dec 2025
THE WOODLANDS, TX
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 19, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AWM FINANCIAL SERVICES INC.
CRD 144351 · SEC 801-120940
AUM
$198M
Regulatory assets under management
Employees
13
2,013 client accounts
Services offered by AWM FINANCIAL SERVICES INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AWM FINANCIAL SERVICES INC. →
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05

Frequently Asked Questions

What services does Matthew Ian Stevenson offer?
Matthew Ian Stevenson specializes in Financial Planning, Investment Management. Contact their office in THE WOODLANDS, Texas for a consultation.
What are Matthew Ian Stevenson's credentials?
Matthew Ian Stevenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Ian Stevenson located?
Matthew Ian Stevenson is based in THE WOODLANDS, Texas, working with AWM FINANCIAL SERVICES INC.. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.
How does Matthew Ian Stevenson charge for services?
Matthew Ian Stevenson's firm is compensated through percentage of aum, hourly charges, other: administrative and technology fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AWM FINANCIAL SERVICES INC.?
AWM FINANCIAL SERVICES INC. has approximately 13 employees and manages $198M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AWM FINANCIAL SERVICES INC.

Daniel Ryan Wheless
THE WOODLANDS, TX

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