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Richard A Perez

Matters Capital LLC

Coral Gables, FL

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Current Employers
Matters Capital Llc

2000 Ponce De Leon Blvd Suite 600, Coral Gables, FL 33134 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-05
  • FL RA
    APPROVED
    Since 2025-03-05

Branch Locations

2000 Ponce De Leon Blvd Suite 600, Coral Gables, FL 33134 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
40 North Services Llc New York NY 09/2015 12/2017
Unemployed New York NY 01/2018 12/2019
Boston Private Wealth Llc Miami FL 12/2019 06/2021
Svb Wealth Llc Miami FL 06/2021 04/2023
Cynosure Group, Llc Miami FL 04/2023 02/2025
Matters Capital Llc Miami FL 02/2025 Present
  • 09/2015 → 12/2017
    40 North Services Llc
    New York, NY
  • 01/2018 → 12/2019
    Unemployed
    New York, NY
  • 12/2019 → 06/2021
    Boston Private Wealth Llc
    Miami, FL
  • 06/2021 → 04/2023
    Svb Wealth Llc
    Miami, FL
  • 04/2023 → 02/2025
    Cynosure Group, Llc
    Miami, FL
  • 02/2025 → Present
    Matters Capital Llc
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-01
  • S65 Uniform Investment Adviser Law Examination
    2021-06-01

View on SEC IAPD

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