Richard A. Beidl

MATRIX PRIVATE WEALTH SOLUTIONS,

San Antonio, TX 78258

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CRD#: 5961444

Professional summary

Richard Arthur Beidl, who also goes by Richard Beidl, is a registered financial advisor currently at MATRIX PRIVATE WEALTH SOLUTIONS, CORP. located in San Antonio, Texas.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Richard has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Richard Beidl

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.

MPW Insurance Solutions, LLC IS ALSO AN INSURANCE COMPANY. SAME ADDRESS, San Antonio, TX - APPROX. 50% OF MY TIME IS SPENT IN THE PLANNING AND INSURANCE SIDE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Arthur Beidl's 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

June 25, 2013 - Present

MATRIX PRIVATE WEALTH SOLUTIONS, CORP.

Office #1: 18756 Stone Oak Parkway, Suite 200, San Antonio, TX 78258Office #2: 18756 Stone Oak Parkway Suite 200, San Antonio, TX 78258

RIA

CRD#: 167536

San Antonio, TX

Past

May 22, 2012 - June 17, 2013

INSTITUTE FOR WEALTH ADVISORS, INC.

RIA

CRD#: 149347

LAGUNA NIGEL, CA

Past

November 15, 2011 - February 26, 2014

AVALON INVESTMENT & SECURITIES GROUP, INC.

CRD#: 6281

MUSCLE SHOALS, AL

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
(12/9/2021)

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: 5/21/2012

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 11/14/2011

General Securities Representative Examination

Current Firm

MATRIX PRIVATE WEALTH SOLUTIONS, CORP.

MATRIX PRIVATE WEALTH SOLUTIONS, CORP. | PHI BETA KAPITAL INVESTMENTS, INC. | MATRIX PRIVATE WEALTH SOLUTIONS, INC.

CRD#: 167536 / SEC#:

California

Registered Investment Advisory firm - (9/9/2025 Terminated)

Texas

Registered Investment Advisory firm - (12/9/2021 Approved)

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).

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Contact information

Main Address

18756 Stone Oak Parkway Suite 200, San Antonio, TX 78258

Mailing Address

Phone number

(714) 784-0900

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	91
AUM (Assets Under Management)	$ 20,071,228

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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Richard A. Beidl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Arthur Beidl's CRS (Customer Relationship Summary).

Certified licenses

Experience

MATRIX PRIVATE WEALTH SOLUTIONS, CORP.

INSTITUTE FOR WEALTH ADVISORS, INC.

AVALON INVESTMENT & SECURITIES GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/21/2012

Series 7

Date: 11/14/2011

Current Firm

MATRIX PRIVATE WEALTH SOLUTIONS, CORP.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MATRIX PRIVATE WEALTH SOLUTIONS, CORP.

TRUST BUT VERIFY

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