Matthew Copley
Matthew Copley is a registered investment advisor, based in San Diego, CA, with 12 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold.
Location
5898 Copley Dr., Suite 101, San Diego, CA, 92111
Get directionsHistory
Regulatory History (9)
Customer Dispute
June 2026Customer Dispute
May 2026Customer Dispute
May 2026Customer Dispute
March 2026Customer Dispute
March 2026Customer Dispute
September 2025Customer Dispute
September 2025Regulatory
May 2002Criminal
November 1998Other Business ActivitiesSells Insurance
Matthew is the owner of Copley Financial Group Inc., a registered investment advisor. He also owns Heritage Tax & Insurance Services, Inc. where he is the sales manager for fixed annuities, and Copley Enterprises, Inc. (Quality M&M Quality Vehicles), which sells used cars. Additionally, Matthew is a sales manager at Guild Mortgage and a registered representative at Emerson Equity LLC.
Employment History
Current Registrations
Copley Alternative Investments INC.Broker
Copley Financial Group, INC.
Previous Registrations
Emerson Equity LLCBroker
Gradient Advisors, LLC
State Registrations9 states
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
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