Matthew
Shapiro

Origin Financial

CRD#5180085
Investment Advisor
in Culver City, CA

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About this Advisor

Matthew Shapiro is a certified financial planner who works out of Culver City, California with a total of 2 years of industry experience. Shapiro is currently employed by Origin Financial. Shapiro has gained experience at Learnvest Planning Services, LLC, Origin Financial and Northwestern Mutual Life Insurance Company. Shapiro holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California. Origin Financial is an advisory company headquartered in Boston, MA. It manages $478 thousand in total assets among its 23 accounts, making it one of the smaller financial advisory firms in the United States by assets under management. The business performs a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services are based on which services are offered. However, fee types charged by Origin Financial likely include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Culver City, CA

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Origin Financial Brokerage Details

Total Assets Under Management

$478,000

CA Average: $16,012,751,954
Total Number of Employees

219

CA Average: 118
Total Number of Accounts

23

CA Average: 4,567
Average Account Size

$20,783

CA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Matthew Shapiro Work History

Matthew has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Origin Financial

2013 - Present (11 years)

Northwestern Mutual Life Insurance Company

2014 - 2018 (4 years)

Learnvest Planning Services, LLC

2013 - 2013 (< 1 year)

Learnvest Planning Services, LLC

2013 - 2014 (1 year)

Learnvest Planning Services, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Shapiro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Origin Financial

Michael Hakimi
Boston, MA
David Barta
Grovetown, GA
Susan Gardiner
Saunderstown, RI
Matthew Shapiro
Culver City, CA
Jodie Williams
Boston, MA
Derek Cheshire
Boston, MA
Michelle Petrowski
Boston, MA
David Blaylock
Fort Worth, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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