Matthew Vera, financial advisor Pleasanton CA

Matthew Vera

CRD Number: 4468941
Current Firm: Rpg Investment Advisory, LLC

Matthew Vera (CRD# 4468941) is an Investment Advisor Representative working at RPG Investment Advisory, LLC in Pleasanton, CA and has over 10 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
RPG Investment Advisory, LLC Pleasanton, CA Jul 2014 - Current 6
Geneos Wealth Management Inc. San Ramon, CA Nov 2013 - Dec 2014 1
Valentine Capital Asset Management, Inc. San Ramon, CA Dec 2000 - Dec 2014 14
Purshe Kaplan Sterling Albany, NY Feb 2010 - Nov 2011 1
Securities America, Inc. San Ramon, CA Jun 2008 - Feb 2010 1
Geneos Wealth Management, Inc. San Ramon, CA Apr 2005 - Apr 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for Matthew O. Vera
Phone Number: (925) 384-0071
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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