Matthew L. Cleavenger
Professional summary
Matthew Lawrence Cleavenger, who also goes by Matthew Cleavenger, is a registered financial advisor currently at SAGE ADVISORY SERVICES LTD CO located in Austin, Texas.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Matthew has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Lawrence Cleavenger's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 22, 2015 - Present
SAGE ADVISORY SERVICES LTD CO
Office #1: 5900 Southwest Parkway Building 1, Suite 100, Austin, TX 78735-6202Primary Firm SEC Registration
SAGE ADVISORY SERVICES LTD CO
CRD#: 106236 / SEC#: 801-52937
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/3/2023)
(4/22/2015)
Current Firm
SAGE ADVISORY SERVICES LTD CO
CRD#: 106236 / SEC#: 801-52937
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 12,206 |
| AUM (Assets Under Management) | $ 24,975,056,606 |
Red Flags
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