Matthew Frazier has been an investment adviser representative at Shelter Wealth Strategies since June 2026, and is not listed among the firm’s executive officers or direct owners.
Shelter Wealth Strategies, LLC is a Houston, TX firm with $144M under management, 38 clients and 8 advisers across 5 offices, as of its June 2026 filing.
- – present · under a yearHouston, TX · Adviser representative · Firm CRD 170655
Investment adviser representative registrations
Matthew Frazier is registered as an investment adviser representative in Texas, as a resident of Texas, since June 2026.
- TexasResidentSince 18 June 2026
Examinations
No examinations are on Matthew Frazier’s record.
- Full name
- Matthew Ward Frazier
- CRD
- 5642433
- Firm
- Shelter Wealth Strategies · CRD 170655
- Office
- 1400 POST OAK BLVD, SUITE 450, Houston, TX 77056
- Registration
- Investment adviser registration
- In the industry since
- June 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Frazier work?
Matthew Frazier is an investment adviser representative registered through Shelter Wealth Strategies, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Frazier a financial advisor?
Yes. Matthew Frazier has a current investment-adviser registration in Texas, through Shelter Wealth Strategies since June 2026.
How many years of experience does Matthew Frazier have?
Matthew Frazier has 0 years in the financial industry, since June 2026, across 1 adviser firm.
Where is Matthew Frazier based?
Matthew Frazier’s registered office is in Houston, TX.
Is Matthew Frazier registered with FINRA?
No. Matthew Frazier has no current broker registration.
How can I verify Matthew Frazier’s record?
Search CRD 5642433 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Frazier’s full registration record.