Igor Vuletic

MATCHPOINT CAPITAL MANAGEMENT

SEATTLE, WA 98101

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CRD#: 4598710

Professional summary

Igor Vuletic is a registered financial advisor currently at MATCHPOINT CAPITAL MANAGEMENT, LLC located in Seattle, Washington.

Igor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Igor has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Igor Vuletic'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

January 2, 2009 - Present

MATCHPOINT CAPITAL MANAGEMENT, LLC

Office #1: 1201 Second Ave Suite 900, Seattle, WA 98101

RIA

CRD#: 148920

SEATTLE, WA

Past

January 2, 2003 - November 26, 2008

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SEATTLE, WA

Past

December 6, 2002 - November 26, 2008

UBS FINANCIAL SERVICES INC.

CRD#: 8174

SEATTLE, WA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(1/2/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/27/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/5/2002

General Securities Representative Examination

Current Firm

MATCHPOINT CAPITAL MANAGEMENT, LLC

CRD#: 148920 / SEC#:

Washington

Registered Investment Advisory firm - (1/2/2009 Approved)

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Contact information

Main Address

1201 Second Ave Suite 900, Seattle, WA 98101

Mailing Address

4701 Sw Admiral Way #290, Seattle, WA 98116

Phone number

(206) 774-0993

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	86
AUM (Assets Under Management)	$ 52,000,000

Red Flags

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

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Igor Vuletic

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Igor Vuletic's CRS (Customer Relationship Summary).

Certified licenses

Experience

MATCHPOINT CAPITAL MANAGEMENT, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/27/2002

Series 7

Date: 12/5/2002

Current Firm

MATCHPOINT CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MATCHPOINT CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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