Matthew G. Vian
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Matthew Gary Vian was a registered financial professional .
Matthew is a previously registered financial professional and started their career in finance in 2014. Matthew had worked at 2 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 2, 2016 - December 2, 2024
NORTHSIGHT WEALTH MANAGEMENT
July 15, 2014 - June 30, 2016
WADDELL & REED
State Registrations and Notice Filings
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Exams
Current Firm
NORTHSIGHT WEALTH MANAGEMENT
CRD#: 284295 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 217 |
| AUM (Assets Under Management) | $ 43,856,986 |
Red Flags
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