Matthew
Anderson

Tcg Advisors, LLC A Hub International Company

CRD#5104150
Investment Advisor
in Austin, TX

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About this Advisor

Matthew Anderson is a certified financial planner working in Austin, Texas who has 1 year of industry experience. Anderson is an employee of Tcg Advisors, LLC A Hub International Company. Throughout their career, Anderson has worked at Ucsd Extension, Tuttle Wealth Management, LLC, 1St Global Capital Corp, 1St Global Advisors, Inc, 1St Global Insurance Services, Inc, Rawdin-Baron Financial, Inc, Tcg Advisors, Lp, Tcg Advisors, LLC and Hub International. Anderson maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to advise clients in California, Maryland, Texas and Virginia. Tcg Advisors, LLC A Hub International Company is an advisory business that has its headquarters in Austin, TX. The firm has offices in 20 locations and a total of 38 financial advisors. It manages $6 billion in total assets between its 3,370 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises eight charitable organizations. Of its 3,370 client accounts, just 12% are associated with high-net-worth clients who have at least $1 million in investable assets. Tcg Advisors, LLC A Hub International Company provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically vary depending on which services the firm provides the client. Fees charged by Tcg Advisors, LLC A Hub International Company can consist of some blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

900 S. Capital Of Tx Highway Suite 350
Austin, TX 78746

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Tcg Advisors, LLC A Hub International Company Brokerage Details

Total Assets Under Management

$5,765,870,780

TX Average: $3,042,739,679
Total Number of Employees

38

TX Average: 49
Total Number of Accounts

3,370

TX Average: 2,315
Average Account Size

$1,710,941

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Matthew Anderson Work History

Matthew has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Hub International

2020 - Present (4 years)

Tcg Advisors, LLC

2019 - 2020 (1 year)

Tcg Advisors, Lp

2015 - 2019 (4 years)

1St Global Insurance Services, Inc

2015 - 2019 (4 years)

1St Global Capital Corp

2015 - 2019 (4 years)

1St Global Advisors, Inc

2015 - 2019 (4 years)

Rawdin-Baron Financial, Inc

2013 - 2015 (2 years)

1St Global Capital Corp

2013 - 2015 (2 years)

1St Global Advisors, Inc

2012 - 2013 (1 year)

Tuttle Wealth Management, LLC

2009 - 2015 (6 years)

Ucsd Extension

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Anderson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tcg Advisors, LLC A Hub International Company

Marques Cormier
Houston, TX
Mark Essenfeld
Oswego, IL
Ryan Canales
San Antonio, TX
Kevin Hull
Austin, TX
Robert Britton
Temecula, CA
Ernest Horn
Austin, TX
Dennis Bielik
Austin, TX
Garrett Adams
Austin, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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