AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MB

Matthew W. Benson

OPES MVB CAPITAL
Santa Rosa Valley, CA 93012
Some features on this profile are disabled
CRD#: 4914736
MB

Professional summary

Matthew William Benson, CFP®, who also goes by Matt William Benson, Matthew William Benson, Matt Benson, Matthew W Benson, is a registered financial advisor currently at OPES MVB CAPITAL, LLC located in Santa Rosa Valley, California.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Matthew has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matt William Benson | Matthew William Benson | Matt Benson | Matthew W Benson

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.
Licensed to sell insurance. Real estate investor and developer. No commission or salary are received. Approximately five hours a week are spent on this other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew William Benson'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®
CFP®

Certified Financial Planner

Experience

Current

April 28, 2023 - Present

OPES MVB CAPITAL, LLC

Office #1: 2439 Blanchard Place, Santa Rosa Valley, CA 93012
RIA
CRD#: 325623
Santa Rosa Valley, CA
Past

September 28, 2020 - May 2, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
WESTLAKE VILLAGE, CA
Past

September 25, 2020 - May 2, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
WESTLAKE VILLAGE, CA
Past

September 22, 2017 - October 7, 2020

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
AGOURA HILLS, CA
Past

September 22, 2017 - October 7, 2020

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
AGOURA HILLS, CA
Past

March 3, 2017 - September 18, 2017

MORGAN STANLEY

RIA
CRD#: 149777
WOODLAND HILLS, CA
Past

March 3, 2017 - September 18, 2017

MORGAN STANLEY

BD
CRD#: 149777
WOODLAND HILLS, CA
Past

November 14, 2014 - April 3, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
LOS ANGELES, CA
Past

November 13, 2014 - April 3, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
LOS ANGELES, CA
Past

September 27, 2012 - May 14, 2014

U.S. BANCORP ADVISORS, LLC

RIA
CRD#: 14455
WOODLAND HILLS, CA
Past

June 18, 2012 - May 14, 2014

U.S. BANCORP ADVISORS, LLC

BD
CRD#: 14455
WOODLAND HILLS, CA

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
California
(4/28/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/26/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/16/2012
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/27/2012
General Securities Principal Examination

Current Firm

OM
OPES MVB CAPITAL, LLC
OPES MVB CAPITAL LLC | OPES MVB CAPITAL, LLC

CRD#: 325623 / SEC#:

California
Registered Investment Advisory firm - (4/28/2023 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Santa Rosa Valley, CA
Mailing Address
Phone number
(310) 614-1235
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts19
AUM (Assets Under Management)$ 11,005,000

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

OPES MVB CAPITAL, LLC

CRD#: 325623Santa Rosa Valley, CA 93012

TRUST BUT VERIFY

Monitor Matthew Benson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

SL
Sean LeonardAdvisorCheck Check Mark
WELLS FARGO CLEARING SERVICES, LLC
IAR
RR
Camarillo, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.