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Marisa Elizabeth Camp

Investment adviser representative at Matrix Private Capital Group
19 yearsExperience
2 statesRegistered in
$561MFirm assets
9 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 assetsPerformance-based

Services the firm offers

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

  • Portfolio management

Experience

19 years in the industry.

  1. Matrix Private Capital Group LLCJul 2019 to now
  2. Cresset Asset Management, LLC (fka Cresset Wealth Advisors, LLC)Sep 2017 to Jul 2019
  3. Cresset Wealth Advisors, LLCSep 2017 to Jul 2019
  4. Neuberger Berman LLCDec 2007 to Sep 2017

Exams passed

  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 2 states (AZ, IL).

Matrix Private Capital Group

Legal name: Matrix Private Capital Group LLC

$561MAssets managed
222Clients
3Advisers
9 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
5469829
Firm CRD
285531
Advisor's SEC record (opens in a new tab)
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