Matthew G. Doyle

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CRD#: 4416470

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Matthew Garrett Doyle, CFP® was a registered financial professional .

Matthew is a previously registered financial professional and started their career in finance in 2001. Matthew had worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I am secretary for a family interest in minerals. It's called the Katherine Belle Doyle Mineral Partnership

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Past

April 8, 2024 - October 15, 2025

RIA ADVISORS

RIA

CRD#: 150661

HOUSTON, TX

Past

June 12, 2019 - June 30, 2023

CLEAR PROSPERITY

RIA

CRD#: 302073

BELLAIRE, TX

Past

June 26, 2018 - December 19, 2018

HFG WEALTH MANAGEMENT, LLC

RIA

CRD#: 148406

THE WOODLANDS, TX

Past

January 25, 2018 - May 9, 2018

CAPITAL ADVISORS, INC.

RIA

CRD#: 104643

Frisco, TX

Past

October 28, 2016 - August 17, 2017

INVESTEC WEALTH STRATEGIES

RIA

CRD#: 109417

HOUSTON, TX

Past

August 3, 2012 - September 9, 2016

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

HOUSTON, TX

Past

August 3, 2012 - September 9, 2016

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

HOUSTON, TX

Past

June 23, 2009 - July 26, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

BELLAIRE, TX

Past

June 23, 2009 - July 26, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

BELLAIRE, TX

Past

February 25, 2008 - June 23, 2009

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA

CRD#: 110476

HOUSTON, TX

Past

July 19, 2006 - June 26, 2009

FSC SECURITIES CORPORATION

CRD#: 7461

HOUSTON, TX

Past

June 11, 2002 - July 21, 2006

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

HOUSTON, TX

Past

August 13, 2001 - July 21, 2006

RBC CAPITAL MARKETS, LLC

CRD#: 31194

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RIA ADVISORS

CRD#: 150661 / SEC#: 801-77832

RIA

Registered Investment Advisory firm - (4/16/2013 Approved)

Arizona

Registered Investment Advisory firm - (4/23/2013 Terminated)

Louisiana

Registered Investment Advisory firm - (4/25/2013 Terminated)

Oklahoma

Registered Investment Advisory firm - (4/23/2013 Terminated)

Texas

Registered Investment Advisory firm - (4/23/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/22/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/9/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/10/2001

General Securities Representative Examination

Current Firm

RIA ADVISORS

CRD#: 150661 / SEC#: 801-77832

RIA

Registered Investment Advisory firm - (4/16/2013 Approved)

Arizona

Registered Investment Advisory firm - (4/23/2013 Terminated)

Louisiana

Registered Investment Advisory firm - (4/25/2013 Terminated)

Oklahoma

Registered Investment Advisory firm - (4/23/2013 Terminated)

Texas

Registered Investment Advisory firm - (4/23/2013 Terminated)

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Contact information

Main Address

11750 Katy Freeway Suite 840, Houston, TX 77079

Mailing Address

Phone number

(281) 501-1791

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (34 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 - CLARITY FINANCIAL, LLC (5/5/2025)

Regulatory assets under management

Total Number of Accounts	3,581
AUM (Assets Under Management)	$ 1,530,453,633

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Matthew G. Doyle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CLEAR PROSPERITY

HFG WEALTH MANAGEMENT, LLC

CAPITAL ADVISORS, INC.

INVESTEC WEALTH STRATEGIES

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

PNC MANAGED ACCOUNT SOLUTIONS, INC.

FSC SECURITIES CORPORATION

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

Primary Firm SEC Registration

RIA ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 8/22/2001

SIE

Date: 9/9/2016

Series 7

Date: 8/10/2001

Current Firm

RIA ADVISORS

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RIA ADVISORS

TRUST BUT VERIFY

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