MB
Matthew B. Burnias
MB BLUE GP LLC
SANTA MONICA, CA 90401
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CRD#: 5934575
MB
Professional summary
Matthew Benito Burnias is a registered financial advisor currently at MB BLUE GP LLC located in Santa Monica, California.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Matthew has worked at 3 firms and has passed the Series 65, Series 63, SIE 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.
1) Director; Ekklesia Rising; Investment Related: No; Location: 2023 E Prosperity Ave #007 Tulare CA 93274 USA;; Description of the business: To share the Gospel of Jesus Christ as a parachurch organization to the nations and local church leaders.; Responsibilities Duties: To evangelize the Gospel of Jesus Christ near and far. To grow the organizations influence.; Start date with business: 2020-07-07; Hours devoted to business during trading hours: 1; Hours devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 1; 3) Matthew Benito Burnias works as a Realtor at "The Buxman Group-RS BLACKHAWK"; Investment Related: Yes; Location: 10425 S. Kings River Rd Reedley CA 93654; Description of the business: realty of commercial agriculture and single family homes and property management; Responsibilities Duties: marketing managing; Start date with business: 2024-01-04; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 10. 4) Name of outside business: Sparrow Family Farms; Is the business investment related: No; Location of the business: 2023 E Prosperity Ave #007 Tulare CA 93274 USA; Description of the business: Function as a Corporate Rep for ROVIBEC Agri solution; Position Title: Owner; Responsibilities Duties: Manage and check in with Agriculture dealers monthly. Meet and greet Dealers & clients periodically as requested.; Start date with business: 2025-01-28; Hours per month devoted to business during trading hours: 12; Hours per month devoted to business outside trading hours: 5;
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Benito Burnias'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®
NoneExperience
Current
February 21, 2019 - Present
MB BLUE GP LLC
Office #1: 100 Wilshire Blvd Suite 700, Santa Monica, CA 90401RIA
CRD#: 300176
SANTA MONICA, CA
Past
February 20, 2015 - April 28, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
TULARE, CA
Past
February 25, 2014 - April 28, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
TULARE, CA
Past
September 5, 2011 - January 20, 2014
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
LAKE FOREST, 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(2/21/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MB
MB BLUE GP LLC
MB BLUE | MB BLUE GP LLC
CRD#: 300176 / SEC#:
California
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Contact information
Main Address
100 Wilshire Blvd Suite 700, Santa Monica, CA 90401
Mailing Address
Phone number
(800) 691-8596
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 26 |
| AUM (Assets Under Management) | $ 2,288,000 |
Red Flags
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