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Matthew John Rivera

Abacus Wealth Partners

San Carlos, CA

Santa Monica, CA

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Current Employers
Abacus Wealth Partners

429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-11
CA RA APPROVED 2017-08-30
  • TX RA
    APPROVED
    Since 2023-08-11
  • CA RA
    APPROVED
    Since 2017-08-30

Branch Locations

973 Laurel St., San Carlos, CA 94070 • United States

429 Santa Monica Blvd. Suite 500, Santa Monica, CA 90401 • 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
Rs Investments San Francisco CA 04/2012 12/2016
Abacus Wealth Partners San Carlos CA 03/2017 Present
N/A N/A CA 12/2016 03/2017
Victory Capital Management San Francisco CA 08/2016 11/2016
  • 04/2012 → 12/2016
    Rs Investments
    San Francisco, CA
  • 03/2017 → Present
    Abacus Wealth Partners
    San Carlos, CA
  • 12/2016 → 03/2017
    N/A
    N/A, CA
  • 08/2016 → 11/2016
    Victory Capital Management
    San Francisco, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-08-13
  • S63 Uniform Securities Agent State Law Examination
    2009-08-13
Designations
Other Names
  • Matthew Rivera

View on SEC IAPD

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PROPEL VENTURE PARTNERS MANAGEMENT CO.
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HUSTLE FUND MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIGROUP GLOBAL MARKETS INC.
U.S. BANCORP ADVISORS, LLC

Other Investors

Mallory Nichole Davis
VIJAY C PATEL
MARTIN SCOTT MILLER
BRIAN CURTIS FERRIN
ERICA LYNN ARROYO
BASSEL FUAD MANSOUR
DANIEL LEDER
ADDIE CHAN

Other Offices

MA PRIVATE WEALTH, LLC · SAN CARLOS, CA
MA PRIVATE WEALTH, LLC · SAN CARLOS, CA
OSAIC WEALTH, INC. · SAN CARLOS, CA
PROPEL VENTURE PARTNERS MANAGEMENT CO. · SAN CARLOS, CA
WELLS FARGO CLEARING SERVICES, LLC · SAN CARLOS, CA
HUSTLE FUND MANAGEMENT, LLC · SAN CARLOS, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN CARLOS, CA
CITIGROUP GLOBAL MARKETS INC. · San Carlos, CA

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