Matthew Ian Stevenson
Investment adviser representative at Awm Financial Services Inc.
10 yearsExperience
1 stateRegistered in
$320.6MFirm assets
5 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Awm Financial Services Inc.Mar 2026 to now
- Awm Financial Services Inc. dba Allied Wealth ManagementMay 2016 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Awm Financial Services Inc.
$320.6MAssets managed
209Clients
6Advisers
5 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
- 6639503
- Firm CRD
- 144351