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Matthew M. Roberson

Investment adviser representative at Thurston Springer Advisors
15 yearsExperience
2 statesRegistered in
$6BFirm assets
7 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

15 years in the industry.

  1. Thurston Springer AdvisorsJun 2024 to now
  2. Thurston Springer FinancialJun 2024 to now
  3. T. S. Phillps Investments, Inc.Mar 2011 to Jun 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 2 states (OK, TX).

Thurston Springer Advisors

Legal name: Thurston Springer Advisors, LLC

$6BAssets managed
4,694Clients
99Advisers
7 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
4974135
Firm CRD
299201
Advisor's SEC record (opens in a new tab)
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