Ronald Matsui, financial advisor Roseville CA

Ronald Matsui

CRD Number: 4377400
Current Firm: Mariner Independent

Ronald Matsui (CRD# 4377400) is an Investment Advisor Representative working at Mariner Independent in Roseville, CA and has over 22 years of experience in the finance industry. Ronald Matsui 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
Mariner Independent Advisor Network, LLC Menlo Park, CA Jul 2016 - Current 7
Lpl Financial, LLC Menlo Park, CA Jan 2015 - Current 9
Ameriprise (formerly American Express Financial Advisors) San Jose, CA Mar 2001 - Jan 2015 13
Ids Life Insurance Company San Jose, CA Mar 2001 - Jan 2015 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2001
Contact Info for Ronald A. Matsui
Phone Number: 650-571-1934
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    8,147
    MILLIONS
  • Total Number of Accounts
    27,977
    ACCOUNTS
  • Average Account Value
    $291,190
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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