Peter Mattei has been Treasurer of Epsilon Financial Group since January 2023, is a control person of the firm and directly owns between 5% and 10% of it.
Epsilon Financial Group, Inc. is a Fairfield, CA firm with $626M under management, 434 clients and 5 advisers across 3 offices, as of its June 2026 filing.
- – present · 12 yearsFairfield, CA · Adviser representative · Firm CRD 111990
Investment adviser representative registrations
Peter Mattei is registered as an investment adviser representative in California, since April 2014.
- CaliforniaSince 15 April 2014
Examinations
No examinations are on Peter Mattei’s record.
- Full name
- Peter A.c. Mattei
- CRD
- 6324717
- Firm
- Epsilon Financial Group · CRD 111990
- Role
- Treasurer
- Office
- 2801 WATERMAN BLVD., SUITE 250, Fairfield, CA 94534
- Registration
- Investment adviser registration
- In the industry since
- April 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Peter Mattei work?
Peter Mattei has been Treasurer of Epsilon Financial Group, Inc. since January 2023, and is a control person of the firm.
Is Peter Mattei a financial advisor?
Yes. Peter Mattei has a current investment-adviser registration in California, through Epsilon Financial Group since April 2014.
How many years of experience does Peter Mattei have?
Peter Mattei has 12 years in the financial industry, since April 2014, across 1 adviser firm.
Where is Peter Mattei based?
Peter Mattei’s registered office is in Fairfield, CA.
Is Peter Mattei registered with FINRA?
No. Peter Mattei has no current broker registration.
How can I verify Peter Mattei’s record?
Search CRD 6324717 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Peter Mattei’s full registration record.