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Matthew H. Cobas

KAIYO WEALTH LLC
SAN DIEGO, CA 92108
Some features on this profile are disabled
CRD#: 6396310
MC

Professional summary

Matthew Hardy Cobas, CFP®, who also goes by Matt Cobas, is a registered financial advisor currently at KAIYO WEALTH LLC located in San Diego, California.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Matthew has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matt Cobas

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.
ORIGIN FINANCIAL; investment-related; 177 Huntington Ave Ste 1703 PMB 50966 Boston, MA 02115-3153; Financial Planner; 12/2022 - Present; up to 10hrs/month, up to 5hrs/month during securities trading hours; provides financial planning and investment consulting. KAIYO WEALTH LLC / INVESTMENT RELATED / SAN DIEGO, CA / REGISTERED INVESTMENT ADVISOR / OWNER / SEP 2021 / 150 HOURS PER MONTH / 100% DURING TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Hardy Cobas'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

September 30, 2021 - Present

KAIYO WEALTH LLC

Office #1: 3511 Camino Del Rio S Suite 200, San Diego, CA 92108
RIA
CRD#: 316431
SAN DIEGO, CA
Past

December 21, 2022 - March 28, 2025

ORIGIN INVESTMENT ADVISORY LLC

RIA
CRD#: 305353
SAN DIEGO, CA
Past

January 22, 2018 - October 6, 2021

MARINER WEALTH

RIA
CRD#: 140195
SAN DIEGO, CA
Past

January 22, 2018 - April 9, 2018

MSEC, LLC

BD
CRD#: 154327
SAN DIEGO, CA
Past

October 25, 2016 - December 19, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SAN DIEGO, CA
Past

October 25, 2016 - December 19, 2017

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SAN DIEGO, CA
Past

July 9, 2016 - October 17, 2016

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
San Diego, 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
(9/30/2021)
IAR
Texas
(4/26/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/9/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/9/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/9/2016
General Securities Representative Examination

Current Firm

KW
KAIYO WEALTH LLC
KAIYO WEALTH LLC

CRD#: 316431 / SEC#:

California
Registered Investment Advisory firm - (9/30/2021 Approved)
Texas
Registered Investment Advisory firm - (4/26/2024 Approved)
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Contact information

Main Address
3511 Camino Del Rio S Suite 200, San Diego, CA 92108
Mailing Address
Phone number
(858) 252-4403
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts164
AUM (Assets Under Management)$ 47,630,929

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

KAIYO WEALTH LLC

CRD#: 316431San Diego, CA 92108

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