Matthew John Rivera
Investment adviser representative at Abacus Wealth Partners
14 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$3.6BFirm assets
Are you Matthew John Rivera? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Abacus Wealth PartnersMar 2017 to now
- N/aDec 2016 to Mar 2017
- Victory Capital ManagementAug 2016 to Nov 2016
- Rs InvestmentsApr 2012 to Dec 2016
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Abacus Wealth Partners
Legal name: Abacus Wealth Partners, LLC
$3.6BAssets managed
1,574Clients
50Advisers
22 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
- 5671220
- Firm CRD
- 128590