Unclaimed Profile

Matthew Oscar Vera

RPG INVESTMENT ADVISORY, LLC·PLEASANTON, California

Series 7, Series 31, Series 63, Series 65Clean record18 years registeredRPG INVESTMENT ADVISORY, LLC

6600 KOLL CENTER PKWY., PLEASANTON, CA 94566CRD# 4468941Firm CRD# 172173

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Oscar Vera · PLEASANTON, CA

Registration

CRD #4468941 · RPG INVESTMENT ADVISORY, LLC · 18 years registered

Brand Profile

Not yet started

Career History

RPG INVESTMENT ADVISORY, LLC

Oct 2014 – present

VALENTINE CAPITAL ASSET MANAGEMENT, INC.

Jun 2011 – Feb 2015

DANVILLE, CA

VALENTINE CAPITAL ASSET MANAGEMENT, INC.

Feb 2008 – Dec 2009

SAN RAMON, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · February 20, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RPG INVESTMENT ADVISORY, LLC

CRD 172173 · SEC 801-80481

AUM

$705M

Regulatory assets under management

Employees

856 client accounts

Services offered by RPG INVESTMENT ADVISORY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RPG INVESTMENT ADVISORY, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Oscar Vera offer?

Matthew Oscar Vera specializes in Financial Planning, Investment Management. Contact their office in PLEASANTON, California for a consultation.

What are Matthew Oscar Vera's credentials?

Matthew Oscar Vera is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Oscar Vera located?

Matthew Oscar Vera is based in PLEASANTON, California, working with RPG INVESTMENT ADVISORY, LLC. Their office serves clients in the PLEASANTON metropolitan area and surrounding communities.

How does Matthew Oscar Vera charge for services?

Matthew Oscar Vera's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RPG INVESTMENT ADVISORY, LLC?

RPG INVESTMENT ADVISORY, LLC has approximately 9 employees and manages $705M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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