Matthew V. Wells

GREENBELT INVESTMENT ADVISORS

ROUND ROCK, TX 78664

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CRD#: 4505814

Professional summary

Matthew Van Cook Wells, who also goes by Matt Wells, Matthew Wells, is a registered financial advisor currently at GREENBELT INVESTMENT ADVISORS, LLC located in Round Rock, Texas.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Matthew has worked at 11 firms and has passed the Series 66, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Wells | Matthew Wells

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.

MAY RECEIVE COMPENSATION FOR CONDUCTING INSURANCE BUSINESS INCLUDING LIFE INSURANCE. DEVOTES LESS THAN 5% OF HIS TIME TO THESE ACTIVITIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Van Cook Wells's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

None

Experience

Current

December 7, 2010 - Present

GREENBELT INVESTMENT ADVISORS, LLC

Office #1: 100 E Main Street Suite 101, Round Rock, TX 78664

RIA

CRD#: 155704

ROUND ROCK, TX

Past

February 9, 2012 - May 21, 2013

FFEC WEALTH PARTNERS LLC

CRD#: 16507

AUSTIN, TX

Past

January 12, 2011 - April 1, 2011

SUNBELT SECURITIES, INC.

CRD#: 42180

HOUSTON, TX

Past

April 30, 2008 - December 31, 2010

EVOLVE SECURITIES, INC.

CRD#: 127474

DALLAS, TX

Past

March 24, 2006 - April 30, 2008

AFS BROKERAGE, INC.

CRD#: 25924

AUSTIN, TX

Past

February 7, 2006 - January 25, 2011

EVOLVE INVESTMENT ADVISORS

RIA

CRD#: 131714

AUSTIN, TX

Past

September 23, 2005 - March 31, 2006

TREATY OAK INVESTMENT ADVISORS, INC.

RIA

CRD#: 114882

AUSTIN, TX

Past

July 8, 2005 - December 31, 2005

MOMENTUM INDEPENDENT NETWORK INC.

RIA

CRD#: 17587

AUSTIN, TX

Past

July 8, 2005 - March 28, 2006

MOMENTUM INDEPENDENT NETWORK INC.

CRD#: 17587

AUSTIN, TX

Past

November 5, 2004 - July 19, 2005

WAMU INVESTMENTS, INC.

RIA

CRD#: 599

AUSTIN, TX

Past

November 5, 2004 - July 19, 2005

WAMU INVESTMENTS, INC.

CRD#: 599

IRVINE, CA

Past

September 12, 2003 - November 9, 2004

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

AUSTIN, TX

Past

September 12, 2003 - November 9, 2004

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SAN FRANCISCO, CA

Past

May 7, 2002 - September 15, 2003

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

AUSTIN, TX

Past

April 26, 2002 - September 15, 2003

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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".

GREENBELT INVESTMENT ADVISORS, LLC

CRD#: 155704 / SEC#: 801-126059

RIA

Registered Investment Advisory firm - (7/14/2022 Approved)

California

Registered Investment Advisory firm - (8/14/2022 Terminated)

Texas

Registered Investment Advisory firm - (7/15/2022 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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(12/7/2010)

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: 5/6/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 5/17/2002

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/25/2002

General Securities Representative Examination

Current Firm

GREENBELT INVESTMENT ADVISORS, LLC

CRD#: 155704 / SEC#: 801-126059

RIA

Registered Investment Advisory firm - (7/14/2022 Approved)

California

Registered Investment Advisory firm - (8/14/2022 Terminated)

Texas

Registered Investment Advisory firm - (7/15/2022 Terminated)

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Contact information

Main Address

100 E Main Street Suite 101, Round Rock, TX 78664

Mailing Address

Phone number

(800) 617-3900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART II PART 2A (3/24/2025)

ASSET MANAGEMENT PROGRAM-FS2 WRAP ACCOUNT BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	409
AUM (Assets Under Management)	$ 151,370,451

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 V. Wells

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Van Cook Wells's CRS (Customer Relationship Summary).

Certified licenses

Experience

FFEC WEALTH PARTNERS LLC

SUNBELT SECURITIES, INC.

EVOLVE SECURITIES, INC.

AFS BROKERAGE, INC.

EVOLVE INVESTMENT ADVISORS

TREATY OAK INVESTMENT ADVISORS, INC.

MOMENTUM INDEPENDENT NETWORK INC.

MOMENTUM INDEPENDENT NETWORK INC.

WAMU INVESTMENTS, INC.

WAMU INVESTMENTS, INC.

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

GREENBELT INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/6/2002

Series 31

Date: 5/17/2002

Series 7

Date: 4/25/2002

Current Firm

GREENBELT INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GREENBELT INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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