TM
Thomas L. Matta
EMBERVEST
KAILUA, HI
CRD#: 8156929
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TM
Thomas Lawrence Perry MattaEMBERVEST
Professional summary
Thomas Lawrence Perry Matta is a registered financial advisor currently at EMBERVEST located in Kailua, Hawaii.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Thomas has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
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 Thomas Lawrence Perry Matta'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
December 7, 2025 - Present
EMBERVEST
RIA
CRD#: 338652
KAILUA, HI
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
Hawaii(12/7/2025)
Current Firm
EM
EMBERVEST
EMBERVEST | EMBERVEST LLC
CRD#: 338652 / SEC#: 801-134521
RIA
Registered Investment Advisory firm - (12/5/2025 120-Day Approval)Loading...
Contact information
Main Address
Kailua, HI
Mailing Address
Phone number
(301) 523-8456
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (1 States and Territories)
Documents
Red Flags
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