MK
MK

Matthew Kliber

9 Years of Experience
Rancho Santa Fe, CA

Matthew Kliber is a registered investment advisor at Gracian Capital LLC, based in Rancho Santa Fe, CA, with 9 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
Fixed/Hourly
Firm Size
3 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

16236 San Dieguito Road, Suite 2-24, Rancho Santa Fe, CA, 92067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Gracian Capital LLC
May 2025 - Present · 1 yr
Previous Registrations
Gracian Capital LLC
January 2013 - June 2021 · 8 yrs 5 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.