Matthew Wells has been President/Managing Member of Greenbelt Investment Advisors since November 2010, is a control person of the firm and directly owns between 50% and 75% of it. Matthew Wells holds a Degree in Economics from the University of Texas at Austin.
Greenbelt Investment Advisors, LLC is a Round Rock, TX firm with $167M under management, 156 clients and 5 advisers in one office, as of its February 2026 filing.
Matthew Wells is Managing Member / President of Greenbelt Investment Advisors, LLC. After completing a degree in Economics from the University of Texas at Austin in 2001, he began his career at Morgan Stanley. He has since specialized as a financial planner and investment advisor for high net worth families and institutions in Central Texas and nationwide.
Matthew Wells’ longest registration is the current one, 15 years at Greenbelt Investment Advisors since 2010. Before joining Greenbelt Investment Advisors in 2010, Matthew Wells was registered through Evolve Investment Advisors and Treaty Oak Investment Advisors, Inc.
- – present · 15 yearsRound Rock, TX · Adviser representative · Firm CRD 155704
- Evolve Investment Advisors– · 4 yearsAustin, TX · Adviser representative · Firm CRD 131714
- Treaty Oak Investment Advisors, Inc.– · under a yearAustin, TX · Adviser representative · Firm CRD 114882
- SWS Financial Services– · under a yearAustin, TX · Adviser representative · Firm CRD 17587
- WM Financial Services, Inc.– · under a yearAustin, TX · Adviser representative · Firm CRD 599
- Wells Fargo Investments, LLC– · 1 yearAustin, TX · Adviser representative · Firm CRD 10582
- Morgan Stanley– · 1 yearAustin, TX · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
Matthew Wells is registered as an investment adviser representative in Texas, since December 2010.
- TexasSince 7 December 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 31 | Futures Managed Funds Examination | 17 May 2002 |
| Series 66 | Uniform Combined State Law Examination | 6 May 2002 |
| Series 7 | General Securities Representative Examination | 25 April 2002 |
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Van Cook Wells
- CRD
- 4505814
- Firm
- Greenbelt Investment Advisors · CRD 155704
- Role
- President/Managing Member
- Office
- 100 E MAIN STREET, SUITE 101, Round Rock, TX 78664
- Registration
- Investment adviser registration
- In the industry since
- May 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- greenbeltadv.com
Where does Matthew Wells work?
Matthew Wells has been President/Managing Member of Greenbelt Investment Advisors, LLC since November 2010, and is a control person of the firm.
Is Matthew Wells a financial advisor?
Yes. Matthew Wells has a current investment-adviser registration in Texas, through Greenbelt Investment Advisors since December 2010.
How many years of experience does Matthew Wells have?
Matthew Wells has 24 years in the financial industry, since May 2002, across 7 adviser firms.
What exams has Matthew Wells passed?
Matthew Wells has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in April 2002.
Where did Matthew Wells work before Greenbelt Investment Advisors?
Before Greenbelt Investment Advisors, Matthew Wells was registered through Treaty Oak Investment Advisors, Inc., September 2005 to March 2006; SWS Financial Services, July 2005 to December 2005; WM Financial Services, Inc., November 2004 to July 2005; Wells Fargo Investments, LLC, September 2003 to November 2004; Morgan Stanley, May 2002 to September 2003.
Where is Matthew Wells based?
Matthew Wells’ registered office is in Round Rock, TX.
Is Matthew Wells registered with FINRA?
No. Matthew Wells has no current broker registration.
How can I verify Matthew Wells’ record?
Search CRD 4505814 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Wells’ full registration record.