Matthew Falt
Matthew Falt is a registered investment advisor at Florida Financial Advisors, LLC, based in Dallas, TX, with 5 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1,755 clients with $320M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
10100 North Central Expressway Suite 380, Dallas, TX, 75231
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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 ActivitiesSells Insurance
Matthew works full-time as a registered representative for Trinity Wealth Securities and as a financial consultant for Florida Financial Advisors DBA Texas Financial Advisors. He also sells fixed insurance through Florida Financial Insurance, dedicating a few hours per week, and owns Matthew Falt Insurance Agency, LLC and Matthew Falt Financial Planning, LLC, though he currently spends no time on these LLCs.
Employment History
Current Registrations
Florida Financial Advisors, LLC
Trinity Wealth Securities, L.L.C.Broker
State Registrations15 states
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