Matthew W. Price

CLEAR TRAIL ADVISORS

HOUSTON, TX 77057

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CRD#: 5939543

Professional summary

Matthew William Price, CFP®, who also goes by Matt Price, Matthew William Price Mr., is a registered financial advisor currently at CLEAR TRAIL ADVISORS, LLC located in Houston, Texas.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Matthew has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Price | Matthew William Price Mr.

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.

1) Steward Partners Investment Advisory LLC. Address: Houston, TX Nature of the Business: Independent RIA Position/Title: Investment Adviser Investment Related: Yes Start Date: 03/22/2018 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Provide investment advisory services to clients. 2) The Price Group. Address: Houston, TX Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related: No Start Date: 03/22/2018 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Financial Advisor. 3) Steward Partners Global Advisory. Address: Houston, TX Nature of the Business: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/07/2018 Hours per month devoted to this business: 2 Hours per month devoted to this business during trading hours: 2 Description of duties: Install insurance products listed.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew William Price'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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

August 12, 2025 - Present

CLEAR TRAIL ADVISORS, LLC

Office #1: 5847 San Felipe St. Suite 2380, Houston, TX 77057

RIA

CRD#: 337595

HOUSTON, TX

Past

May 27, 2022 - August 14, 2025

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

CRD#: 1254

HOUSTON, TX

Past

March 22, 2018 - August 14, 2025

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

RIA

CRD#: 283004

Houston, TX

Past

March 22, 2018 - May 27, 2022

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

HOUSTON, TX

Past

August 18, 2011 - April 3, 2018

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

HOUSTON, TX

Past

July 19, 2011 - April 3, 2018

RBC CAPITAL MARKETS, LLC

CRD#: 31194

HOUSTON, TX

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
(8/12/2025)

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: 8/17/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/18/2011

General Securities Representative Examination

Current Firm

CLEAR TRAIL ADVISORS, LLC

CRD#: 337595 / SEC#: 801-134060

RIA

Registered Investment Advisory firm - (8/12/2025 120-Day Approval)

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Contact information

Main Address

5847 San Felipe St. Suite 2380, Houston, TX 77057

Mailing Address

Phone number

(713) 893-9870

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CTA ADV 2A (8/15/2025)

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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Matthew W. Price

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew William Price's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLEAR TRAIL ADVISORS, LLC

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/17/2011

SIE

Date: 10/1/2018

Series 7

Date: 7/18/2011

Current Firm

CLEAR TRAIL ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

CLEAR TRAIL ADVISORS, LLC

TRUST BUT VERIFY

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