Max Mataya has been an investment adviser representative at Vermillion Wealth Management since October 2025, and is not listed among the firm’s executive officers or direct owners.
Vermillion Wealth Management Inc. is a Rosemount, MN firm with $460M under management, 706 clients and 4 advisers in one office, as of its June 2026 filing.
Max Mataya’s longest registration was 1 year at Gradient Advisors, LLC (2024–2025). Before joining Vermillion Wealth Management in 2025, Max Mataya was registered through Gradient Advisors, LLC.
- – present · under a yearRosemount, MN · Adviser representative · Firm CRD 281978
- Gradient Advisors, LLC– · 1 yearArden Hills, MN · Adviser representative · Firm CRD 152665
Investment adviser representative registrations
Max Mataya is registered as an investment adviser representative in Minnesota, since October 2025.
- MinnesotaSince 29 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 January 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Max Edward Mataya
- CRD
- 7904737
- Firm
- Vermillion Wealth Management · CRD 281978
- Office
- 15040 CANADA AVE. W, Rosemount, MN 55068
- Registration
- Investment adviser registration
- In the industry since
- May 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Max Mataya work?
Max Mataya is an investment adviser representative registered through Vermillion Wealth Management Inc. since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Max Mataya a financial advisor?
Yes. Max Mataya has a current investment-adviser registration in Minnesota, through Vermillion Wealth Management since October 2025.
How many years of experience does Max Mataya have?
Max Mataya has 2 years in the financial industry, since May 2024, across 2 adviser firms.
What exams has Max Mataya passed?
Max Mataya passed the Series 65 in January 2024.
Where did Max Mataya work before Vermillion Wealth Management?
Before Vermillion Wealth Management, Max Mataya was registered through Gradient Advisors, LLC, April 2024 to September 2025.
Where is Max Mataya based?
Max Mataya’s registered office is in Rosemount, MN.
Is Max Mataya registered with FINRA?
No. Max Mataya has no current broker registration.
How can I verify Max Mataya’s record?
Search CRD 7904737 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Max Mataya’s full registration record.