Matthew
Trenary
Alphastar Capital Management, LLC
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About this Advisor
Matthew Trenary is a financial advisor operating out of Cornelius, North Carolina with a total of 1 year of relevant experience. Trenary is on the advisory team at Alphastar Capital Management, LLC. Over the course of their career, they have held roles at W&S Brokerage, Western & Southern Life, Lowes Home Improvement, Northwestern Mutual, Hendrick Volkswagen Of Concord, Hendrick Chrysler Dodge Jeep Ram, Cj'S Pizza Of Starkville and Alphastar Capital Management, LLC. Trenary has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in North Carolina. Alphastar Capital Management, LLC is an advisory business that has its headquarters in Cornelius, NC. The company has offices in 82 locations and a total of 128 employees. It oversees $2 billion in assets among its 13,326 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 13,326 client accounts, just 3% belong to high-net-worth investors who have more than $1 million in assets. Alphastar Capital Management, LLC performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial management fee schedules usually depend on which services the firm provides the client. However, fee types billed by Alphastar Capital Management, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alphastar Capital Management, LLC Brokerage Details
$1,450,962,289
128
13,326
$108,882
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Matthew Trenary Work History
Matthew has been registered as a financial advisor for 1 years.*
Alphastar Capital Management, LLC
W&S Brokerage
Western & Southern Life
Lowes Home Improvement
Northwestern Mutual
Hendrick Volkswagen Of Concord
Hendrick Chrysler Dodge Jeep Ram
Cj'S Pizza Of Starkville
*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 Trenary 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 Alphastar Capital Management, LLC
Wilmington, NC
Cornelius, NC
Concord, NC
Goodlettsville, TN
Abilene, TX
Cornelius, NC
Uniontown, OH
Cornelius, NC
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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