Matthew M Vinson
Investment Adviser Representative at IEQ Capital, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew M. Vinson is an investment adviser representative with IEQ Capital, LLC in Foster City, CA, where they have been registered since 2025. They have worked in the securities industry since 2021 and were previously registered with Deutsche BANK Securities Inc. They have passed 4 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in California.
Office
Advisors at this office: 90
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Atlassian IncApr 2022 – May 2023San Francisco, CA
- Generate CapitalApr 2021 – Apr 2022San Francisco, CA
- E&yJan 2021 – Apr 2021San Francisco, CA
- Shaun Zanganeh InvestmentsMay 2023 – May 2025Palo Alto, CA
- IEQ Capital, LLCMay 2025 – no end date reportedFoster City, CA
- YieldStreetApr 2019 – Aug 2019New York, NY
- Deutsche BankJun 2012 – Apr 2019New York, NY
- UnemployedAug 2019 – Jan 2021San Francisco, CA
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About IEQ Capital, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.01
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 182
- Offices listed on AdvisorFinder:
- 10
- Main office:
- Foster City, CA
- SEC file number:
- 801-115278
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 9, 2026
View full firm profileOther advisors at IEQ Capital, LLC
Showing 12 of 182 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew M Vinson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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