Matthew Jordan Storm
Investment adviser representative at Cv Advisors LLC
17 yearsExperience
1 stateRegistered in
$15.1BFirm assets
14 yearsFirm in business
Are you Matthew Jordan Storm? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Cv Advisors LLCMar 2009 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cv Advisors LLC
$15.1BAssets managed
159Clients
4Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2551999
- Firm CRD
- 164817