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Rebecca Yin Wei

Matisse Capital

Portland, OR

CRD 6317707

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Employer firm

Matisse Capital CRD 155424

$1.63B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Matisse Capital

15350 Sw Sequoia Pkwy Suite 260, Portland, OR 97224 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2014-04-03
  • OR RA
    APPROVED
    Since 2014-04-03

Branch Locations

15350 Sw Sequoia Pkwy Suite 260, Portland, OR 97224 • 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
Deschutes Portfolio Strategies Lake Oswego OR 05/2013 Present
  • 05/2013 → Present
    Deschutes Portfolio Strategies
    Lake Oswego, OR
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SUCCESS WEALTH MANAGEMENT LLC
INMAN FINANCIAL SERVICES, INC.

Nearby Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR

More in Portland, OR

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