Best Investors
Account
Sign in
Best Investors
Account
Sign in
1 Ferry Building Suite 201, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-15 |
Branch Locations
Lake Forest, CA • United States
1 Ferry Building Suite 201, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heller Capital Resources | Los Angeles | CA | 02/2015 | 01/2020 |
| Helium Advisors Llc | Everett | WA | 07/2022 | 01/2024 |
| Cutler Investment Counsel, Llc | Newport Beach | CA | 01/2024 | 09/2025 |
| Cutler Investment Group | Newport Beach | CA | 01/2024 | 09/2025 |
| Artis Advisors | Los Angeles | CA | 01/2020 | 07/2022 |
| Marshberry Capital Llc | Woodmere | OH | 05/2026 | Present |
| Marsh, Berry, & Co. | Woodmere | OH | 05/2026 | Present |
| Us Capital | Newport Beach | CA | 11/2025 | 05/2026 |
The other business is Marsh, Berry & Co, LLC. The firm provides consulting services to the insurance industry. Some areas of the business are investment related including advisory services related to the purchase and sale of privately held businesses. Matthew has been employed at Marsh, Berry & Co. LLC since May of 2026 and his position within the firm is Vice President. Based on the average work week of 45 hours Matthew spends approximately 90 hours per month on Marsh, Berry & Co duties most of which are between the hours of 8 AM and 6 PM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-26 |
Reach out to this advisor