Ada M. Matasovski
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Ada M Matasovski, who also goes by Ada Melita Matasovski, Ada Matasovski, was a registered financial professional .
Ada is a previously registered financial professional and started their career in finance in 1993. Ada had worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 13, 2019 - July 1, 2024
OPTIMIST CAPITAL
February 7, 2018 - March 11, 2019
MORGAN STANLEY
February 7, 2018 - March 11, 2019
MORGAN STANLEY
August 19, 2016 - June 5, 2017
TRANSAMERICA FINANCIAL ADVISORS, LLC
June 14, 2012 - December 31, 2014
DEVELOPMENT CORPORATION FOR ISRAEL
February 24, 2012 - May 10, 2012
UBS FINANCIAL SERVICES INC.
January 27, 2012 - May 10, 2012
UBS FINANCIAL SERVICES INC.
August 14, 2003 - July 23, 2004
FIRST REPUBLIC SECURITIES COMPANY, LLC
May 20, 1993 - June 30, 1993
D.H. BLAIR INVESTMENT BANKING CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
OPTIMIST CAPITAL
CRD#: 292023 / SEC#: 801-112387
Contact information
Regulatory assets under management
| Total Number of Accounts | 72 |
| AUM (Assets Under Management) | $ 88,701,965 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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