Matthew Figueroa, financial advisor Scottsdale AZ
93 score

Matthew Figueroa

CRD Number: 3121253
Current Firm: Pinnacle Peak Private Client Group, LLC

Matthew Figueroa (CRD# 3121253) is an Investment Advisor Representative working at Pinnacle Peak Private Client Group, LLC in Scottsdale, AZ and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Pinnacle Peak Private Client Group Scottsdale, AZ Apr 2016 - Current < 1
Purshe Kaplan Sterling Investments Albany, NY Apr 2016 - Current < 1
Ameriprise Financial Services, Inc. Scottsdale, AZ Nov 2008 - Apr 2016 7
H & R Block Financial Advisors, Inc. Scottsdale, AZ Jan 2000 - Nov 2008 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Aug 2007
Contact Info for Matthew J. Figueroa
Phone Number: 480-771-4301
Registered State(s):
  • AZ
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
  • Pension consulting services
Types of Clients
Registered States


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

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