Unclaimed Profile

Vladimir Matthew Pixa

MY PORTFOLIO GUIDE, LLC·SEAL BEACH, California

Series 7, Series 63, Series 65Clean record27 years registeredMY PORTFOLIO GUIDE, LLC

3020 OLD RANCH PARKWAY, SEAL BEACH, CA 90740CRD# 2484827Firm CRD# 153188

Profile Verification

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

Identity

Vladimir Matthew Pixa · SEAL BEACH, CA

Registration

CRD #2484827 · MY PORTFOLIO GUIDE, LLC · 27 years registered

Brand Profile

Not yet started

Career History

MY PORTFOLIO GUIDE, LLC

Jan 2019 – present

MY PORTFOLIO GUIDE, LLC

Jun 2010 – Dec 2018

SEAL BEACH, CA

FISHER INVESTMENTS

Nov 2007 – Feb 2008

SAN MATEO, CA

CHARLES SCHWAB & CO., INC.

Jun 1999 – Jan 2005

LONG BEACH, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · June 29, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MY PORTFOLIO GUIDE, LLC

CRD 153188 · SEC 801-129775

AUM

$114M

Regulatory assets under management

Employees

410 client accounts

Services offered by MY PORTFOLIO GUIDE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MY PORTFOLIO GUIDE, LLC →

Introduction

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Frequently Asked Questions

What services does Vladimir Matthew Pixa offer?

Vladimir Matthew Pixa specializes in Financial Planning, Investment Management. Contact their office in SEAL BEACH, California for a consultation.

What are Vladimir Matthew Pixa's credentials?

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

Where is Vladimir Matthew Pixa located?

Vladimir Matthew Pixa is based in SEAL BEACH, California, working with MY PORTFOLIO GUIDE, LLC. Their office serves clients in the SEAL BEACH metropolitan area and surrounding communities.

How does Vladimir Matthew Pixa charge for services?

Vladimir Matthew Pixa'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 MY PORTFOLIO GUIDE, LLC?

MY PORTFOLIO GUIDE, LLC has approximately 2 employees and manages $114M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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