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Matthew Joseph Viverette

Vista Investment Management, LLC

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About Matthew Joseph Viverette

Matthew Joseph Viverette is an investment advisor representative associated with Vista Investment Management, LLC. Matthew has been in the industry since April 2014. Matthew holds a Series 65 license and is registered to provide investment advice in California, Florida, Louisiana, North Carolina, Pennsylvania, and Texas. Matthew's firm, Vista Investment Management, LLC, is a registered investment advisor that provides portfolio management services to individuals, businesses, and charitable organizations. The firm has a history of providing investment advice to individuals and organizations with a focus on long-term financial planning.

Firm Information

Matthew Viverette is currently registered with Vista Investment Management, LLC. Vista Investment Management, LLC is an investment advisor based in Pittsburgh, Pennsylvania. They provide portfolio management services to individuals, corporations, and charitable organizations. The firm manages approximately $273.7 million in assets, primarily for high-net-worth individuals. They also offer pension consulting services.
Vista Investment Management, LLC

400 PENN CENTER BLVD., SUITE 555

PITTSBURGH, PA 15235-5610

$273.68M

Assets Under Management

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Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Viverette’s Registration & Firm History

PA

04/03/2020 - Present

Vista Investment Management, LLC (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 08/28/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Joseph Viverette.
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