MS
CFP
MS
CFP

Matthew Strough

7 Years of Experience
Plano, TX
BrokerSells Insurance

Matthew Strough is a CFP-designated registered investment advisor, based in Plano, TX, with 7 years of industry experience.

Location

5700 Tennyson Parkway, Suite 250, Plano, TX, 75024

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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 ActivitiesSells Insurance

Matthew is an agent for Avantax Insurance Agency and/or Avantax Insurance Services since 2019, selling annuities. This takes a few hours per week.

Employment History
Current Registrations
Sanctuary Securities, INC.Broker
November 2025 - Present · 6 mos
Sanctuary Advisors, LLC
November 2025 - Present · 6 mos
Previous Registrations
Cetera Investment Advisers LLC
September 2025 - November 2025 · 2 mos
Cetera Advisors LLCBroker
April 2025 - November 2025 · 7 mos
Cetera Wealth Services, LLCBroker
April 2025 - November 2025 · 7 mos
Cetera Investment Services LLCBroker
April 2025 - November 2025 · 7 mos
Cetera Financial Specialists LLCBroker
April 2025 - November 2025 · 7 mos
Avantax Investment Services, INC.Broker
April 2019 - September 2025 · 6 yrs 5 mos
Avantax Advisory Services
April 2019 - September 2025 · 6 yrs 5 mos
Edward Jones
August 2017 - October 2017 · 2 mos
Edward JonesBroker
May 2017 - October 2017 · 5 mos
State Registrations9 states
CACOFLGAKSMINCPATX
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.