Matthew McManus, financial advisor Dana Point CA

Matthew McManus

CRD Number: 5092477
Current Firm: Optivest, Inc.

Matthew McManus (CRD# 5092477) is an Investment Advisor Representative working at Optivest, Inc. in Dana Point, CA and has over 15 years of experience in the finance industry. Matthew McManus has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Gramercy Securities, Inc. Charleston, RI Jan 2019 - Current 5
Optivest Inc. Dana Point, CA Dec 2018 - Current 5
Mml Investors Services, LLC San Diego, CA Mar 2017 - Dec 2018 1
Metlife Securities Inc. San Diego, CA Aug 2012 - Mar 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Matthew M. McManus
Phone Number: 949-363-8686
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    317
    MILLIONS
  • Total Number of Accounts
    365
    ACCOUNTS
  • Average Account Value
    $867,883
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, HI, OK, TX, UT, VT, WA

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