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David Bieler Matias

VODIA CAPITAL, LLC·LINCOLN, Massachusetts
Series 65Clean record22 years registeredVODIA CAPITAL, LLC
55 OLD BEDFORD ROAD, LINCOLN, MA 01773CRD# 4808986Firm CRD# 131751

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Bieler Matias · LINCOLN, MA
Registration
CRD #4808986 · VODIA CAPITAL, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

ROBERTSON STEPHENS
Dec 2022 – present
VODIA VENTURES, LLC
Feb 2013 – Nov 2019
CONCORD, MA
VODIA CAPITAL, LLC
Jul 2004 – Dec 2022
LINCOLN, MA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 30, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VODIA CAPITAL, LLC
CRD 131751 · SEC 801-119068
AUM
$202M
Regulatory assets under management
Employees
5
357 client accounts
Services offered by VODIA CAPITAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at VODIA CAPITAL, LLC →
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05

Frequently Asked Questions

What services does David Bieler Matias offer?
David Bieler Matias specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in LINCOLN, Massachusetts for a consultation.
What are David Bieler Matias's credentials?
David Bieler Matias is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Bieler Matias located?
David Bieler Matias is based in LINCOLN, Massachusetts, working with VODIA CAPITAL, LLC. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.
How does David Bieler Matias charge for services?
David Bieler Matias's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VODIA CAPITAL, LLC?
VODIA CAPITAL, LLC has approximately 5 employees and manages $202M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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