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Matthew Latimer Larocca

RDM CAPITAL ASSOCIATES INC·RED BANK, New Jersey
Series 65Clean record15 years registeredRDM CAPITAL ASSOCIATES INC
263 BROAD ST, RED BANK, NJ 07701CRD# 5873426Firm CRD# 106941

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Latimer Larocca · RED BANK, NJ
Registration
CRD #5873426 · RDM CAPITAL ASSOCIATES INC · 15 years registered
Brand Profile
Not yet started
01

Career History

RDM CAPITAL ASSOCIATES INC
Feb 2011 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 10, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RDM CAPITAL ASSOCIATES INC
CRD 106941 · SEC 801-129856
AUM
$107M
Regulatory assets under management
Employees
4
226 client accounts
Services offered by RDM CAPITAL ASSOCIATES INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RDM CAPITAL ASSOCIATES INC →
Introduction

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05

Frequently Asked Questions

What services does Matthew Latimer Larocca offer?
Matthew Latimer Larocca specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RED BANK, New Jersey for a consultation.
What are Matthew Latimer Larocca's credentials?
Matthew Latimer Larocca is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Latimer Larocca located?
Matthew Latimer Larocca is based in RED BANK, New Jersey, working with RDM CAPITAL ASSOCIATES INC. Their office serves clients in the RED BANK metropolitan area and surrounding communities.
How does Matthew Latimer Larocca charge for services?
Matthew Latimer Larocca's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RDM CAPITAL ASSOCIATES INC?
RDM CAPITAL ASSOCIATES INC has approximately 4 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RDM CAPITAL ASSOCIATES INC

Bruno Larocca
RED BANK, NJ
David Harris Larocca
SHREWSBURY, NJ
Thomas Francis Flynn
SHREWSBURY, NJ

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