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Matthew Russell

President/Chief Compliance Officer at MTR Financial Services in Kingwood, TX

Investment adviser registrationUpdated

Matthew Russell is President/Chief Compliance Officer of MTR Financial Services, LLC, an investment adviser managing $120M, and works from its Kingwood, TX office. Matthew Russell has been registered as an investment adviser representative through MTR Financial Services since 20 November 2012 and has 15 years in the industry across 1 firm.

15
Years in industry
13
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Matthew Russell has been President/Chief Compliance Officer of MTR Financial Services since January 2009, is a control person of the firm and directly owns 75% or more of it.

MTR Financial Services, LLC is a Kingwood, TX firm with $120M under management, 86 clients and 1 adviser in one office, as of its May 2026 filing.

  1. – present · 13 years
    Kingwood, TX · Adviser representative · Firm CRD 149078
  2. – · 1 year
    Kingwood, TX · Adviser representative · Firm CRD 149078

Credentials and registrations

Investment adviser representative registrations

Matthew Russell is registered as an investment adviser representative in Texas, since November 2012.

  • TexasSince 20 November 2012

Examinations

No examinations are on Matthew Russell’s record.

Key facts

Full name
Matthew Thomas Russell
CRD
5634348
Firm
MTR Financial Services · CRD 149078
Role
President/Chief Compliance Officer
Office
900 ROCKMEAD DRIVE, SUITE 151, Kingwood, TX 77339
Registration
Investment adviser registration
In the industry since
December 2010
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Matthew Russell work?

Matthew Russell has been President/Chief Compliance Officer of MTR Financial Services, LLC since January 2009, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 4 May 2026

Is Matthew Russell a financial advisor?

Yes. Matthew Russell has a current investment-adviser registration in Texas, through MTR Financial Services since November 2012.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Matthew Russell have?

Matthew Russell has 15 years in the financial industry, since December 2010, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

Where is Matthew Russell based?

Matthew Russell’s registered office is in Kingwood, TX.

Source: IAPD individual record, checked 22 October 2026

Is Matthew Russell registered with FINRA?

No. Matthew Russell has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Matthew Russell’s record?

Search CRD 5634348 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Russell’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Sources

  1. IAPD individual record, CRD 5634348, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of MTR Financial Services, LLC, filed 4 May 2026. Title, control and ownership bands.