Vincci Won-che Ma
Investment adviser representative at Kera Capital Partners
17 yearsExperience
1 stateRegistered in
$1.4BFirm assets
5 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
17 years in the industry.
- Kera Capital PartnersApr 2022 to now
- Morgan StanleyJun 2009 to Mar 2022
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
Kera Capital Partners
Legal name: Kera Capital Partners, Inc.
$1.4BAssets managed
329Clients
12Advisers
5 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
- 5298515
- Firm CRD
- 312875