Unclaimed Profile

Matthew James Rice

RJP INVESTMENT ADVISORS, LLP·INDIANAPOLIS, Indiana

Series 7, Series 66Clean record19 years registeredRJP INVESTMENT ADVISORS, LLP

ONE INDIANA SQUARE, INDIANAPOLIS, IN 46204CRD# 5341352Firm CRD# 111536

Profile Verification

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

Identity

Matthew James Rice · INDIANAPOLIS, IN

Registration

CRD #5341352 · RJP INVESTMENT ADVISORS, LLP · 19 years registered

Brand Profile

Not yet started

Career History

MARINER

Feb 2018 – present

MARINER WEALTH ADVISORS

May 2016 – Nov 2018

Indianapolis, IN

BUCKINGHAM ASSET MANAGEMENT, LLC

Nov 2014 – May 2016

INDIANAPOLIS, IN

HUFFORD ADVISORS, LLC

Oct 2013 – Nov 2014

INDIANAPOLIS, IN

TIAA-CREF ADVICE AND PLANNING SERVICES

Aug 2012 – Apr 2013

CARMEL, IN

PILE WEALTH MANAGEMENT

Nov 2009 – Jul 2012

INDIANAPOLIS, IN

CHARLES SCHWAB & CO., INC.

Dec 2007 – Apr 2008

FISHERS (INDIANAPOLIS), IN

ONEAMERICA SECURITIES, INC.

Jul 2007 – Dec 2007

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · July 23, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RJP INVESTMENT ADVISORS, LLP

CRD 111536 · SEC 801-123261

AUM

$136M

Regulatory assets under management

Employees

196 client accounts

Services offered by RJP INVESTMENT ADVISORS, LLP

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 RJP INVESTMENT ADVISORS, LLP →

Introduction

Speak with Matthew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Matthew is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in INDIANAPOLIS?

Browse all registered financial advisors in INDIANAPOLIS, Indiana or claim this profile if it's yours.

Browse INDIANAPOLIS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Matthew James Rice offer?

Matthew James Rice specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in INDIANAPOLIS, Indiana for a consultation.

What are Matthew James Rice's credentials?

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

Where is Matthew James Rice located?

Matthew James Rice is based in INDIANAPOLIS, Indiana, working with RJP INVESTMENT ADVISORS, LLP. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.

How does Matthew James Rice charge for services?

Matthew James Rice's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RJP INVESTMENT ADVISORS, LLP?

RJP INVESTMENT ADVISORS, LLP has approximately 4 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →