Matthew Stephen Kerns
Investment adviser representative at Clear Trail Advisors, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$803.1MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Clear Trail Advisors, LLCAug 2025 to now
- Steward Partners Investment Solutions, LLCMay 2022 to Aug 2025
- Raymond James Financial Services, Inc.Sep 2020 to May 2022
- Steward Partners Global Advisory LLCApr 2020 to Aug 2025
- Steward Partners Investment Advisory, LLCApr 2020 to Aug 2025
- UnemployedMar 2020 to Apr 2020
- Teak Tree Capital ManagementDec 2019 to Feb 2020
- Escalante Golf, Inc.May 2013 to Nov 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Clear Trail Advisors, LLC
$803.1MAssets managed
376Clients
5Advisers
1 yearIn 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
- 7206245
- Firm CRD
- 337595