Matthew William Benson

Employer firm

Opes Mvb Capital, LLC CRD 325623

$18.4M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2017 → 09/2017
  Morgan Stanley
  Woodland Hills, CA
• 09/2017 → 09/2020
  Jp Morgan Securities, Llc
  Calabasas, CA
• 09/2020 → 05/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Westlake Village, CA
• 11/2014 → 04/2017
  Us Trust/Merrill Lynch
  Century, CA
• 11/2022 → Present
  Opes Mvb Capital, Llc
  Santa Rosa Valley, CA

Previous Registrations

• 2020-09-28 → 2023-05-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Westlake Village, CA
• 2017-09-22 → 2020-10-07
  J.P. Morgan Securities Llc
  Calabasas, CA
  Agoura Hills, CA
• 2017-03-03 → 2017-09-18
  Morgan Stanley
  Woodland Hills, CA
• 2014-11-13 → 2017-04-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 2012-09-27 → 2014-05-14
  U.S. Bancorp Advisors, Llc
  Woodland Hills, CA

Other Businesses

Licensed to sell insurance. Real estate investor and developer. No commission or salary are received. Approximately five hours a week are spent on this other business activity.

Exams

• S66 Uniform Combined State Law Examination
  2012-09-26

Designations

• Certified Financial Planner

Other Names

• Matt William Benson
• Matthew William Benson
• Matthew W Benson
• Matt Benson