Matthew Kalabokes, financial advisor Petaluma CA

Matthew Kalabokes

CRD Number: 7211724
Current Firm: Fpc Investment Advisory, Inc.

Matthew Kalabokes (CRD# 7211724) is an Investment Advisor Representative working at Fpc Investment Advisory, Inc. in Petaluma, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Fpc Investment Advisory, Inc. Petaluma, CA May 2023 - Current < 1
Mariner Wealth Advisors Corte Madera, CA Mar 2022 - May 2023 1
Private Wealth Partners Mill Valley, CA Jun 2020 - Mar 2022 1
Unemployed Corte Madera, CA Apr 2020 - May 2020 < 1
Northwestern Mutual Investment Services San Francisco, CA Dec 2019 - Mar 2020 < 1
Full Time Education Corte Madera, CA Jan 2013 - Dec 2019 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2023
Contact Info for Matthew M. Kalabokes
Phone Number: (707) 795-0500
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    225
    MILLIONS
  • Total Number of Accounts
    171
    ACCOUNTS
  • Average Account Value
    $1,317,585
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
Types of Clients
Registered States

AZ, CA, TX

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