RW
Rebecca Y. Wei
MATISSE CAPITAL
Portland, OR 97224
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CRD#: 6317707
RW
Professional summary
Rebecca Yin Wei is a registered financial advisor currently at MATISSE CAPITAL located in Portland, Oregon.
Rebecca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Rebecca has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Rebecca Yin Wei'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
April 3, 2014 - Present
MATISSE CAPITAL
Office #1: 15350 Sw Sequoia Pkwy Suite 260, Portland, OR 97224RIA
CRD#: 155424
Portland, OR
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".
MC
MATISSE CAPITAL
DESCHUTES PORTFOLIO STRATEGIES | MATISSE CAPITAL | DESCHUTES PORTFOLIO STRATEGY, LLC
CRD#: 155424 / SEC#: 801-72004
RIA
Registered Investment Advisory firm - (11/23/2010 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
Oregon(4/3/2014)
Exams
Current Firm
MC
MATISSE CAPITAL
DESCHUTES PORTFOLIO STRATEGIES | MATISSE CAPITAL | DESCHUTES PORTFOLIO STRATEGY, LLC
CRD#: 155424 / SEC#: 801-72004
RIA
Registered Investment Advisory firm - (11/23/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
15350 Sw Sequoia Pkwy Suite 260, Portland, OR 97224
Mailing Address
Phone number
(503) 210-3000
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 738 |
| AUM (Assets Under Management) | $ 1,501,860,305 |
Red Flags
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