Matthew Copley is a registered investment advisor, based in San Diego, CA, with 12 years of industry experience.
Location
2650 Camino Del Rio North,, Suite 350, San Diego, CA, 92108
Get directionsHistory
Regulatory History (4)
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Customer Dispute
September 2025Pending
Customer Dispute
September 2025Pending
Regulatory
May 2002Final
Criminal
November 1998Final Disposition
Other Business ActivitiesSells Insurance
Matthew is the owner of Copley Financial Group Inc., a registered investment advisor. He also owns Heritage Tax & Insurance Services, Inc. where he is the sales manager for fixed annuities, and Copley Enterprises, Inc. (Quality M&M Quality Vehicles), which sells used cars. Additionally, Matthew is a sales manager at Guild Mortgage and a registered representative at Emerson Equity LLC.
Employment History
Current Registrations
Copley Alternative Investments INC.Broker
January 2026 - Present · 3 mos
Emerson Equity LLCBroker
January 2020 - Present · 6 yrs 3 mos
Emerson Equity LLC
January 2020 - Present · 6 yrs 3 mos
Copley Financial Group, INC.
June 2016 - Present · 9 yrs 10 mos
Previous Registrations
Gradient Advisors, LLC
November 2013 - June 2016 · 2 yrs 7 mos
State Registrations6 states
CAMIMSNYOKTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.