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Matthew Oscar Vera

Investment adviser representative at Rpg Investment Advisory, LLC
12 yearsExperience
9 statesRegistered in
$1BFirm assets
11 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Rpg Investment Advisory, LLCAug 2014 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007
  • Series 65 · Uniform Investment Adviser Law2011

State registrations

Registered as an investment adviser representative in 9 states (AL, AZ, CA, FL, LA, MS, NV, TX, WA).

Rpg Investment Advisory, LLC

$1BAssets managed
953Clients
2Advisers
11 yearsIn 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
4468941
Firm CRD
172173
Advisor's SEC record (opens in a new tab)
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