Matthew Faubion, financial advisor San Francisco CA
90 score

Matthew Faubion

CRD Number: 6108371
Current Firm: Clearpath Capital Partners LLC

Matthew Faubion (CRD# 6108371) is an Investment Advisor Representative working at Clearpath Capital Partners LLC in San Francisco, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Clearpath Capital Partners LLC San Mateo, CA Jul 2012 - Current 5
Xango, LLC Lehi, UT Jun 2011 - Dec 2012 1
Future Energy Savers Livermore, CA Jun 2011 - Aug 2012 1
Santa Clara County Superior Court Santa Clara, CA Jun 2010 - Aug 2012 2
San Jose State University San Jose, CA Aug 2008 - Jun 2012 3
Castlewood Country Club Pleasanton, CA Jun 2009 - Aug 2009 < 1
Aria Technologies Livermore, CA Jun 2009 - Aug 2009 < 1
Aria Technologies Livermore, CA Jun 2008 - Aug 2008 < 1
Foothill Highschool Pleasanton, CA Aug 2004 - Jun 2008 3
Any Mountain Dublin, CA Jan 2008 - Mar 2008 < 1
Big 5 Dublin, CA Nov 2007 - Dec 2007 < 1
The Rapids Waterslides Pleasanton, CA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Matthew J. Faubion
Phone Number: (415) 682-6900
Registered State(s):
  • CA
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)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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


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Clean Record
This advisor has a clean track record with regulators.

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