Greenbelt Investment Advisors, LLC

Matthew Wells is a financial advisor with Greenbelt Investment Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. He has been with Greenbelt since 2010. Wells also conducts insurance business, including life insurance, dedicating less than 5% of his time to these activities. Greenbelt Investment Advisors primarily serves individual and high-net-worth clients, as well as small businesses and pension/profit-sharing plans, offering asset management, financial planning, and retirement-plan advisory services. The firm operates mainly on a non-discretionary basis, utilizing a variety of analytical approaches and acting as a wrap-fee program sponsor.

Homer Parsegian is a financial advisor at Greenbelt Investment Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Greenbelt since 2010. Greenbelt Investment Advisors is an SEC-registered firm that serves individual and high-net-worth clients, small businesses, and pension/profit-sharing plans. The firm primarily operates on a non-discretionary basis, providing asset management, financial planning, and retirement-plan advisory services.

Donald Hurwitz is a financial advisor at Greenbelt Investment Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Greenbelt Investment Advisors since 2010. Outside of his advisory role, he serves as a lecturer at Texas State University. Greenbelt Investment Advisors primarily serves individual and high-net-worth clients, as well as small businesses and pension/profit-sharing plans. The firm offers non-discretionary asset management, financial planning, and retirement-plan advisory services, operating with a small team that employs multiple analytical approaches.

Terry Ellis is a financial advisor at Greenbelt Investment Advisors, LLC with 24 years of industry experience. He holds Series 63, 65, and 66 credentials and has worked at Evolve Securities, Inc. and AFS Investment Advisors, Inc. since 2008. Greenbelt Investment Advisors serves primarily individual and high-net-worth clients, as well as small businesses and pension/profit-sharing plans, providing asset management, financial planning, and retirement-plan advisory services. The firm operates mainly on a non-discretionary basis and is notable for sponsoring a wrap-fee program while maintaining all managed assets as non-discretionary.

Amanda Christians is a financial advisor with Greenbelt Investment Advisors, LLC in Round Rock, TX. She holds a Series 66 designation and has 24 years of industry experience, including 16 years at Greenbelt. Outside of her advisory role, she is currently writing a children's book and engages in affiliate marketing, each occupying less than 5% of her time. Greenbelt Investment Advisors serves individual and high-net-worth clients, small businesses, and pension/profit-sharing plans, focusing primarily on non-discretionary asset management and financial planning. The firm operates as a wrap-fee program sponsor and employs a variety of analytical approaches within a small advisory team.