Matthew S. Kerns

CLEAR TRAIL ADVISORS

HOUSTON, TX 77057

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CRD#: 7206245

Professional summary

Matthew Stephen Kerns, CFP®, who also goes by Matthew Stephen Kerns, Matthew Kerns, 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 2021. Matthew has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Stephen Kerns | Matthew Kerns

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 Global Advisory, LLC. - Investment related: Yes. Address: Houston, TX. Nature of the business: Support company/DBA (Non-owner). Position: Employee. Start Date: 4/2020. Hours per month devoted to this business: 0. Hours per month devoted to this business during trading hours: 0. Description of Duties: Employee. 2) Steward Partners Investment Advisory, LLC. - Investment related: Yes. Address: Houston, TX. Nature of the business: Independent RIA. Position: Registered Support Staff. Start Date: 4/2020. Hours per month devoted to this business: 0. Hours per month devoted to this business during trading hours: 0. Description of Duties: advisory services for clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Stephen Kerns'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: 2022

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

June 1, 2022 - June 1, 2022

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

RIA

CRD#: 1254

HOUSTON, TX

Past

May 27, 2022 - August 14, 2025

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

CRD#: 1254

HOUSTON, TX

Past

June 17, 2021 - August 14, 2025

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

RIA

CRD#: 283004

Houston, TX

Past

January 8, 2021 - May 27, 2022

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

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: 6/4/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/7/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/19/2020

Securities Industry Essentials 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 S. Kerns

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Stephen Kerns's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLEAR TRAIL ADVISORS, LLC

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/4/2021

Series 7TO

Date: 1/7/2021

SIE

Date: 10/19/2020

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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