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Vladimir Matthew Pixa

My Portfolio Guide, LLC

Seal Beach, CA

CRD 2484827

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Employer firm

My Portfolio Guide, LLC CRD 153188

$201M regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
My Portfolio Guide, Llc

3020 Old Ranch Parkway Suite 300, Seal Beach, CA 90740 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

3020 Old Ranch Parkway Suite 300, Seal Beach, CA 90740 • 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
My Portfolio Guide, Llc (153188) Seal Beach CA 02/2010 Present
Deloitte Los Angeles CA 01/2009 Present
  • 02/2010 → Present
    My Portfolio Guide, Llc (153188)
    Seal Beach, CA
  • 01/2009 → Present
    Deloitte
    Los Angeles, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-06-14
S63 Uniform Securities Agent State Law Examination 1998-08-06
  • S65 Uniform Investment Adviser Law Examination
    2010-06-14
  • S63 Uniform Securities Agent State Law Examination
    1998-08-06
Other Names
  • Vlad Pixa
  • Matt Pixa
  • Vladimir M Pixa

View on SEC IAPD

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