Matthew Mcleod Snuggs
Investment adviser representative at Pursuit Wealth Strategies, LLC
8 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$457.5MFirm 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
Experience
8 years in the industry.
- Pursuit Wealth Strategies, LLCAug 2023 to now
- Raymond James Financial Services Advisors, IncAug 2023 to Oct 2025
- Raymond James Financial Services, Inc.Aug 2023 to Oct 2025
- Equitable Advisors LLCJul 2023 to Aug 2023
- UnemployedJun 2023 to Jul 2023
- Obsidian Business Planning SolutionsMay 2022 to Aug 2022
- Blacksburg Health and Fitness At the Weight ClubMay 2021 to Feb 2022
- Virginia TechAug 2019 to May 2023
- Chick-fil-aJun 2018 to Dec 2018
- Stone Bridge High SchoolAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
Pursuit Wealth Strategies, LLC
Legal name: Pursuit Wealth Management, LLC
$457.5MAssets managed
483Clients
4Advisers
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
- 7605091
- Firm CRD
- 337709