Matthew Nerz is a CFA-designated registered investment advisor, based in San Antonio, TX, with 6 years of industry experience.
Location
777 E. Sonterra Blvd., Suite 330, San Antonio, TX, 78258
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Matthew coaches youth baseball, dedicating a few hours per week. He also provides tax consulting and bookkeeping services through Exponential Equations, LLC, though this takes minimal time.
Employment History
Current Registrations
Titleist Capital, LLC
Titleist Asset Management, LLC
Titleist Capital, LLCBroker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations1 state
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.