Matthew James Anderson
Investment adviser representative at Per Stirling Capital Management, LLC
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.6BFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Per Stirling Capital Management, LLC.Jan 2017 to now
- B.B. Graham & Company, Inc.Jan 2017 to now
- Spicewood Oaks Advisors Inc dba Couch Hallum Financial GroupAug 2015 to Dec 2016
- Securities America IncJun 2005 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
Per Stirling Capital Management, LLC
$1.6BAssets managed
1,101Clients
31Advisers
16 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
- 4992743
- Firm CRD
- 151671