MG
MG

Matthew Gomez

11 Years of Experience
Austin, TX
Broker

Matthew Gomez is a registered investment advisor at Hilltop Securities Asset Management, LLC, based in Austin, TX, with 11 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 60 clients with $38B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
IM Fee
Planning only
Assets Under Management
$37.7B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2700 Via Fortuna, Suite 410, Austin, TX, 78746

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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 holds a note for a home he sold in 2019 and receives monthly principal and interest payments. This activity requires minimal time.

Employment History
Current Registrations
Hilltop Securities Asset Management, LLC
March 2023 - Present · 3 yrs 7 mos
Hilltop Securities INC.Broker
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Hilltop Securities INC.
March 2023 - May 2025 · 2 yrs 2 mos
LPL Financial LLCBroker
May 2020 - March 2022 · 1 yr 10 mos
Sigma Financial CorporationBroker
August 2017 - May 2020 · 2 yrs 9 mos
Wfg Investments, INC.Broker
December 2014 - August 2017 · 2 yrs 8 mos
Charles Schwab & CO., INC.Broker
June 2014 - December 2014 · 6 mos
State Registrations2 states
FLTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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