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Matthew Randall Frost

Investment adviser representative at Quotient Wealth Partners, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.9BFirm 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 assetsFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Quotient Wealth Partners, LLCMay 2024 to now
  2. Astoria Strategic WealthMar 2020 to May 2024
  3. Texas Tech University Health Sciences CenterJul 2019 to Dec 2019
  4. Texas Tech University Office of General CounselJan 2019 to May 2019
  5. LexisnexisAug 2017 to May 2019
  6. Texas Tech University School of LawJul 2016 to Dec 2019

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (TX).

Quotient Wealth Partners, LLC

$4.9BAssets managed
2,355Clients
34Advisers
3 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
7249298
Firm CRD
326819
Advisor's SEC record (opens in a new tab)
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