MH
MH

Matthew Warren Herbert

11 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
15 advisors
Number of Clients
11 clients
Average Client Portfolio
$5.3B average
Assets Under Management
$58.8B

Fee Structure

Minimum Investment:$100M
Financial Planning:Investment management only
Minimum Annual Fee:$30,000
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Location

220 East Las Colinas Blvd., Suite 1200, Irving, TX, 75039-5500

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Matthew provides sales activities for American Beacon Advisors, an affiliate of Resolute Investment Distributors, Inc.

Employment History
Current Registrations
Resolute Investment Distributors, INC.
December 2023 - Present · 2 yrs 2 mos
Resolute Investment Distributors, INC.Broker
December 2023 - Present · 2 yrs 2 mos
American Beacon Advisors, INC.
December 2023 - Present · 2 yrs 2 mos
Previous Registrations
Equitable Advisors, LLCBroker
January 2023 - November 2023 · 10 mos
Equitable Advisors, LLC
January 2023 - November 2023 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2016 - May 2022 · 6 yrs 2 mos
State Street Global Markets, LLCBroker
November 2013 - August 2015 · 1 yr 9 mos
Fidelity Brokerage Services LLCBroker
December 2012 - August 2013 · 8 mos
State Registrations6 states
DCDEMDTXVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.