MS
CFA
MS
CFA

Matthew Sepulveda

5 Years of Experience
Scottsdale, AZ

Matthew Sepulveda is a CFA-designated registered investment advisor, based in Scottsdale, AZ, with 5 years of industry experience.

Location

18835 N. Thompson Peak Pkwy, Suite C-200, Scottsdale, AZ, 85255

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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
Previous Registrations
Taylor Frigon Family Office, LLC
January 2023 - December 2025 · 2 yrs 11 mos
Taylor Frigon Capital Management LLC
March 2021 - December 2025 · 4 yrs 9 mos
State Registrations1 state
AZ
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.
Matthew Sepulveda - Financial Advisor | TrueAdvisor