Victoria Matise has been an investment adviser representative at Wallick Investments since June 2025, and is not listed among the firm’s executive officers or direct owners.
Wallick Investments, LLC is a Columbia, SC firm with $168M under management, 304 clients and 3 advisers in one office, as of its August 2026 filing.
- Wallick Investments, LLCCurrent– present · 1 yearColumbia, SC · Adviser representative · Firm CRD 162976
Investment adviser representative registrations
Victoria Matise is registered as an investment adviser representative in South Carolina, since June 2025.
- South CarolinaSince 27 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 June 2025 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8093053
- Firm
- Wallick Investments · CRD 162976
- Office
- 2118 LINCOLN STREET, Columbia, SC 29201
- Registration
- Investment adviser registration
- In the industry since
- June 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Victoria Matise work?
Victoria Matise is an investment adviser representative registered through Wallick Investments, LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Victoria Matise a financial advisor?
Yes. Victoria Matise has a current investment-adviser registration in South Carolina, through Wallick Investments since June 2025.
How many years of experience does Victoria Matise have?
Victoria Matise has 1 year in the financial industry, since June 2025, across 1 adviser firm.
What exams has Victoria Matise passed?
Victoria Matise passed the Series 65 in June 2025.
Where is Victoria Matise based?
Victoria Matise’s registered office is in Columbia, SC.
Is Victoria Matise registered with FINRA?
No. Victoria Matise has no current broker registration.
How can I verify Victoria Matise’s record?
Search CRD 8093053 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Victoria Matise’s full registration record.
