Matthew Mcmanus is a CFP-designated registered investment advisor, based in San Juan Capistrano, CA, with 17 years of industry experience.
Location
30448 Rancho Viejo Road, Suite 230, San Juan Capistrano, CA, 92675
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is a registered advisory agent with Optivest Inc. since 2018 and became a 25% shareholder in 2024, providing advisory services. Matthew also owns a vacation home in Lake Arrowhead, CA, used as a short-term rental, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Gramercy Securities, INC.Broker
Optivest, INC.
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.