Matthew Michael Mcmanus

Employer firm

Optivest, Inc. CRD 137070

$319M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• FAMILY OFFICE SERVICES AND CONSULTATIVE AND CONCIERGE SERVICES

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

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

Current Employers

Employment History

• 08/2012 → 03/2017
  Metlife Securities Inc
  San Diego, CA
• 03/2017 → 12/2018
  Mml Investors Services, Llc
  San Diego, CA
• 12/2018 → Present
  Optivest Inc.
  San Juan Capistrano, CA
• 01/2019 → Present
  Gramercy Securities, Inc.
  San Juan Capistrano, CA

Previous Registrations

• 2017-03-25 → 2018-12-05
  Mml Investors Services, Llc
  San Diego, CA
  San Diego, CA
• 2012-11-06 → 2017-03-25
  Msi Financial Services, Inc.
  San Diego, CA
• 2011-08-15 → 2012-09-25
  Lpl Financial Llc
  Bingham Farms, MI
• 2011-05-25 → 2011-07-18
  United Planners' Financial Services Of America A Limited Partner
  Cypress, CA
• 2009-03-25 → 2011-05-26
  Stifel, Nicolaus & Company, Incorporated
  Mission Viejo, CA
• 2008-11-14 → 2009-03-26
  Wells Fargo Clearing Services, Llc
  Irvine, CA
  San Juan Capistrano, CA

Other Businesses

1. Optivest Inc., 30448 Rancho Viejo Road, Suite 230, San Juan Capistrano, CA, registered advisory agent, started Dec 2018, 25% shareholder Dec 2024, provides advisory services. 2. Vacation home, owner, short-term rental, started July 2024, Lake Arrowhead, CA, rental compensation, spend approximately 10 hours per month, none during trading hours, non-investment related.

Exams

• S66 Uniform Combined State Law Examination
  2008-11-13

Designations

• Certified Financial Planner

Other Names

• Matt Mcmanus