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Vijay B. Culas

MATTHEWS SOUTH
SAN MATEO, CA 94402
Some features on this profile are disabled
CRD#: 2643904
VC

Professional summary


Vijay Basil Culas is a registered financial professional currently at MATTHEWS SOUTH, LLC located in San Mateo, California.

Vijay is registered as a RR (Registered Representative) and started their career in finance in 1998. Vijay has worked at 2 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Vijay Basil Culas's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 16, 2017 - Present

MATTHEWS SOUTH, LLC

Office #1: 1700 South El Camino Real, Suite 345, San Mateo, CA 94402
BD
CRD#: 283409
SAN MATEO, CA
Past

September 10, 1998 - August 18, 2014

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(3/22/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 2/15/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


MS
MATTHEWS SOUTH, LLC
MATTHEWS SOUTH, LLC

CRD#: 283409 / SEC#: , 8-69751

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information


Main Address
1700 South El Camino Real, Suite 345, San Mateo, CA 94402
Mailing Address
1700 South El Camino Real, Suite 345, San Mateo, CA 94402
Phone number
(415) 619-5350
Established
Delaware since 02/18/2016
Firm type
Limited Liability Company
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)


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Documents


Direct owners and executive officers


NamePositionCRD#
MATTHEWS SOUTH, INC.DIRECT OWNER
CASTELLANO, KEVIN JAMESCFO5348442
CULAS, VIJAY BASILCEO/MANAGING MEMBER2643904
HAYES, SUSAN ANNFINOP2856326
SEECHARAN, BEESHAM ACCO5221163

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MATTHEWS SOUTH, LLC

CRD#: 283409San Mateo, CA 94402

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