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Matthew Paul Mccarthy

VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC·OAKLAND, California
SIE, Series 3, Series 7, Series 24, Series 51, Series 63Clean recordVANGUARD PERSONALIZED INDEXING MANAGMENT, LLC
1611 TELEGRAPH AVE., SUITE 1100, OAKLAND, CA 94612CRD# 5818825Firm CRD# 285366

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Paul Mccarthy · OAKLAND, CA
Registration
CRD #5818825 · VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 24
Series 51
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
VANGUARD PERSONALIZED INDEXING MANAGEMENT
CRD 285366 · SEC 801-114487
AUM
$4.3B
Regulatory assets under management
Employees
27
1,752 client accounts
Services offered by VANGUARD PERSONALIZED INDEXING MANAGEMENT
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VANGUARD PERSONALIZED INDEXING MANAGEMENT →
Introduction

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04

Frequently Asked Questions

What services does Matthew Paul Mccarthy offer?
Matthew Paul Mccarthy specializes in Financial Planning, Investment Management. Contact their office in OAKLAND, California for a consultation.
What are Matthew Paul Mccarthy's credentials?
Matthew Paul Mccarthy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Paul Mccarthy located?
Matthew Paul Mccarthy is based in OAKLAND, California, working with VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC. Their office serves clients in the OAKLAND metropolitan area and surrounding communities.
How does Matthew Paul Mccarthy charge for services?
Matthew Paul Mccarthy's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC?
VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC has approximately 27 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VANGUARD PERSONALIZED INDEXING MANAGMENT, LLC

Alan Keith Cummings
OAKLAND, CA
Vijay Ganjam Rao
OAKLAND, CA
Jonathan Hudacko
OAKLAND, CA

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