Matthew R. Vorst
Professional summary
Matthew Robert Vorst, who also goes by Matt R. Vorst, Matt Robert Vorst, Matt Vorst, Matthew R Vorst, is a registered financial advisor currently at SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC located in Magnolia, Texas.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Matthew has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Robert Vorst's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 8, 2008 - Present
SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC
May 16, 2002 - May 17, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 16, 2002 - May 17, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/25/2023)
Exams
Current Firm
SIRIUS WEALTH MANAGEMENT STRATEGIES, LLC
CRD#: 147418 / SEC#: 801-80973
Contact information
Regulatory assets under management
| Total Number of Accounts | 199 |
| AUM (Assets Under Management) | $ 92,725,405 |
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.
