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Matthew Latimer Larocca

Investment adviser representative at Rdm Capital Associates Inc
16 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$164.5MFirm 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 assets

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

16 years in the industry.

  1. Rdm Capital Associates, Inc.Oct 2010 to now

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2011

State registrations

Registered as an investment adviser representative in 3 states (FL, NJ, NY).

Rdm Capital Associates Inc

$164.5MAssets managed
127Clients
3Advisers
2 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
5873426
Firm CRD
106941
Advisor's SEC record (opens in a new tab)
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