RICHARD A PEREZ is an investment adviser representative (IAR) with state registration records since 2021, appearing at 3 firms. Currently registered with MATTERS CAPITAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MATTERS CAPITAL LLC | 2025-03-05 | present | Yes |
| THE CYNOSURE GROUP | 2023-04-10 | 2025-02-13 | — |
| SVB WEALTH | 2021-06-01 | 2023-04-25 | — |