Vincci
Ma
Kera Capital Partners
Answer a few questions and
get matched with an advisor.
About this Advisor
Vincci Ma is a financial advisor based in Daly City, California, with 1 year of industry experience. Ma currently works for Kera Capital Partners. During their career, the advisor has held roles at Kera Capital Partners and Morgan Stanley. Ma maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Texas. Kera Capital Partners is an advisory firm operating out of San Jose, CA. The firm has offices in 11 locations and a total of nine advisors. It handles $167 million in assets under management across its 420 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 420 accounts, 79% are held by high-net-worth investors who have more than $1 million in assets. The company provides a broad range of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fees usually depend on which services the firm provides the client. Fee types charged by Kera Capital Partners likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Kera Capital Partners Brokerage Details
$166,700,527
9
420
$396,906
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Vincci Ma Work History
Vincci has been registered as a financial advisor for 1 years.*
Kera Capital Partners
Morgan Stanley
*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 Vincci Ma 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 Kera Capital Partners
Sacramento, CA
San Francisco, CA
Bend, OR
San Jose, CA
Mokena, IL
San Jose, CA
Daly City, CA
San Jose, CA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
