Vera J. Feldbusch

MTC WEALTH MANAGEMENT

Venice, CA

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CRD#: 5257078

Professional summary

Vera Jalilla Feldbusch, who also goes by Vera Feldbusch, is a registered financial advisor currently at MTC WEALTH MANAGEMENT located in Venice, California.

Vera is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Vera has worked at 10 firms and has passed the Series 66, SIE, Series 7, Series 24, Series 4 and Series 53 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Vera Feldbusch

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 Vera Jalilla Feldbusch's CRS (Customer Relationship Summary).

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

February 19, 2025 - Present

MTC WEALTH MANAGEMENT

RIA

CRD#: 305308

Venice, CA

Past

July 20, 2023 - December 8, 2023

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

Los Angeles, CA

Past

July 19, 2023 - December 8, 2023

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAINT PAUL, MN

Past

April 28, 2015 - December 8, 2023

U.S. BANCORP ADVISORS, LLC

RIA

CRD#: 14455

LOS ANGELES, CA

Past

April 27, 2015 - December 8, 2023

U.S. BANCORP ADVISORS, LLC

CRD#: 14455

LOS ANGELES, CA

Past

January 22, 2014 - April 7, 2015

BANCWEST INVESTMENT SERVICES, INC.

RIA

CRD#: 29357

GRIDLEY, CA

Past

January 21, 2014 - April 7, 2015

BANCWEST INVESTMENT SERVICES, INC.

CRD#: 29357

GRIDLEY, CA

Past

July 10, 2013 - January 10, 2014

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

HUNTINGTON BEACH, CA

Past

June 3, 2013 - January 10, 2014

NATIONAL PLANNING CORPORATION

CRD#: 29604

HUNTINGTON BEACH, CA

Past

November 29, 2012 - June 25, 2013

LPL FINANCIAL LLC

RIA

CRD#: 6413

IRVINE, CA

Past

November 26, 2012 - June 25, 2013

LPL FINANCIAL LLC

CRD#: 6413

IRVINE, CA

Past

September 11, 2012 - November 29, 2012

PRUCO SECURITIES, LLC.

CRD#: 5685

IRVINE, CA

Past

May 2, 2009 - August 28, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

IRVINE, CA

Past

May 2, 2009 - August 28, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

IRVINE, CA

Past

January 30, 2008 - May 2, 2009

WAMU INVESTMENTS, INC.

RIA

CRD#: 599

PALOS VERDES, CA

Past

January 29, 2008 - May 2, 2009

WAMU INVESTMENTS, INC.

CRD#: 599

PALOS VERDES, CA

Past

March 26, 2007 - December 19, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

LOS ANGELES, CA

Past

January 1, 2007 - December 19, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

LOS ANGELES, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MTC WEALTH MANAGEMENT

MTC WEALTH MANAGEMENT | MTC WEALTH MANAGEMENT LLC

CRD#: 305308 / SEC#: 801-117300

RIA

Registered Investment Advisory firm - (9/6/2019 Approved)

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

Alabama
(2/19/2025)

IAR

Arizona
(3/13/2025)

IAR

Arkansas
(2/25/2025)

IAR

California
(2/19/2025)

IAR

Louisiana
(2/24/2025)

IAR

Mississippi
(2/19/2025)

IAR

Nevada
(2/20/2025)

IAR

New Mexico
(2/20/2025)

IAR

Oklahoma
(2/24/2025)

IAR

Texas
(2/20/2025)

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: 3/23/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/27/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/26/2023

General Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 2/29/2012

Registered Options Principal Examination

Principal/Supervisory Exam

Series 53

Date: 10/7/2010

Municipal Securities Principal Examination

Current Firm

MTC WEALTH MANAGEMENT

MTC WEALTH MANAGEMENT | MTC WEALTH MANAGEMENT LLC

CRD#: 305308 / SEC#: 801-117300

RIA

Registered Investment Advisory firm - (9/6/2019 Approved)

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Contact information

Main Address

14055 Riveredge Dr. Suite 525, Tampa, FL 33637

Mailing Address

Phone number

(888) 727-9191

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MTC WEALTH MANAGEMENT LLC CLIENT BROCHURE (7/28/2025)

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 207,695,797

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.

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Advisor Monitoring

Firm Stability Insights

Vera J. Feldbusch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vera Jalilla Feldbusch's CRS (Customer Relationship Summary).

Certified licenses

Experience

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP ADVISORS, LLC

U.S. BANCORP ADVISORS, LLC

BANCWEST INVESTMENT SERVICES, INC.

BANCWEST INVESTMENT SERVICES, INC.

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

LPL FINANCIAL LLC

LPL FINANCIAL LLC

PRUCO SECURITIES, LLC.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

WAMU INVESTMENTS, INC.

WAMU INVESTMENTS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

MTC WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 3/23/2007

SIE

Date: 10/1/2018

Series 7

Date: 12/27/2006

Series 24

Date: 9/26/2023

Series 4

Date: 2/29/2012

Series 53

Date: 10/7/2010

Current Firm

MTC WEALTH MANAGEMENT

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MTC WEALTH MANAGEMENT

TRUST BUT VERIFY

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