Matteo R. Hoch

BIRD SPRING FINANCIAL LLC

Las Vegas, NV

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CRD#: 7538038

Professional summary

Matteo Ruggero Hoch, who also goes by Matteo R Hoch, is a registered financial advisor currently at BIRD SPRING FINANCIAL LLC located in Las Vegas, Nevada.

Matteo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Matteo has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matteo R Hoch

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.

Pythus Data LLC, a data software company, not investment related, in Las Vegas, NV; Title: Sole member and software consultant; devotes roughly 10% to this endeavor, sometimes during trading hours. Double 3 H Inc, personal family office, investment related, in Las Vegas, NV; Title: Part-time management, devotes roughly 5% of time to this endeavor, sometimes during trading hours. Bird Spring Tax LLC, not investment related, Las Vegas, NV: devotes roughly 20% of time to this endeavor during tax season, sometimes during trading hours. Fin Pods AI; investment related, Las Vegas, NV; Title: Founder, devotes roughly 10% of time to this endeavor, sometimes during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matteo Ruggero Hoch'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®

None

Experience

Current

August 8, 2022 - Present

BIRD SPRING FINANCIAL LLC

RIA

CRD#: 321140

Las Vegas, NV

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

Nevada
(8/8/2022)

IAR

Texas
(6/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/10/2020

Uniform Investment Adviser Law Examination

Current Firm

BIRD SPRING FINANCIAL LLC

CRD#: 321140 / SEC#:

Nevada

Registered Investment Advisory firm - (8/5/2022 Approved)

Texas

Registered Investment Advisory firm - (6/10/2025 Conditional Restricted)

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Contact information

Main Address

Las Vegas, NV

Mailing Address

Phone number

(775) 441-1898

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Matteo R. Hoch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matteo Ruggero Hoch's CRS (Customer Relationship Summary).

Certified licenses

Experience

BIRD SPRING FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/10/2020

Current Firm

BIRD SPRING FINANCIAL LLC

Contact information

Documents

Red Flags

Company Information

BIRD SPRING FINANCIAL LLC

TRUST BUT VERIFY

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