MC
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Matthew Coady

2 Years of Experience
Shreveport, LA
Broker

Matthew Coady is a registered investment advisor at Raymond James & Associates, INC., based in Shreveport, LA, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

333 Texas Street, Suite 175, Shreveport, LA, 71101

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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 is a general partner in The Wolves of Texas Street investment club since January 2024. He spends a few hours per week on this investment-related activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
June 2023 - Present · 2 yrs 11 mos
Raymond James & Associates, INC.Broker
April 2023 - Present · 3 yrs 1 mo
State Registrations35 states
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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.