Matthew Leaumont is a registered investment advisor at 545 Investments, based in Katy, TX, with 22 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Katy, TX
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Regulatory History (1)
Customer Dispute
October 2011Other Business Activities
Matthew is the President of Durus Capital, LLC and general partner for investment funds, dedicating about 10-20% of his time. He also owns CDALP, an oil & gas technology company, and HiRel Technologies, spending minimal time on ownership duties for each.
Employment History
Current Registrations
545 Investments
Previous Registrations
545 Investments
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors, LLC
Bosc, INC.Broker
Bok Financial Advisors
Caz Investments L.P.
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Royal Alliance Associates, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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