Matthew Raymon Rice
Investment adviser representative at Vistamark Investments
25 yearsExperience
4 statesRegistered in
CFADesignation
$322.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Goldstone Financial Group, LLCOct 2025 to now
- Vistamark Consulting LLCSep 2025 to now
- Vistamark Investments LLCJan 2025 to now
- First Business BankSep 2023 to now
- Commonwealth Financial NetworkJan 2001 to now
- Dimeo Schnieder and AssociatesJan 2001 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 4 states (AZ, CA, IL, TX).
Vistamark Investments
Legal name: Vistamark Investments LLC
$322.4MAssets managed
45Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2946351
- Firm CRD
- 335309