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Matthew Joseph Viverette

Investment adviser representative at Vista Investment Management, LLC
12 yearsExperience
5 statesRegistered in
$323.9MFirm assets
8 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 assets

Services the firm offers

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

  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Vista Investment Management, LLCApr 2014 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2014

State registrations

Registered as an investment adviser representative in 5 states (CA, FL, NC, PA, TX).

Vista Investment Management, LLC

$323.9MAssets managed
189Clients
4Advisers
8 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
6329239
Firm CRD
116068
Advisor's SEC record (opens in a new tab)
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