Matthew G. Liang
Professional summary
Matthew Gregory Liang, who also goes by Matthew G Liang, Matthew Liang, is a registered financial professional currently at VISTA EQUITY PARTNERS CAPITAL MARKETS, LLC located in New York, New York.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 2018. Matthew has worked at 2 firms and has passed the Series 63, Series 7TO, SIE and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew Gregory Liang's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 18, 2025 - Present
VISTA EQUITY PARTNERS CAPITAL MARKETS, LLC
Office #1: 50 Hudson Yards Floor 77, New York, NY 10001August 14, 2018 - October 8, 2022
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 7TO
Date: 11/7/2025
General Securities Representative ExaminationFINRA
Current Firm
VISTA EQUITY PARTNERS CAPITAL MARKETS, LLC
CRD#: 332887 / SEC#: , 8-71280
Contact information
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
Red Flags
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