Matthew S Stephenson
Investment adviser representative at One Capital Management, LLC
11 yearsExperience
1 stateRegistered in
$8.5BFirm assets
24 yearsFirm in business
Are you Matthew S Stephenson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- One Capital Management, LLCSep 2025 to now
- TIAA-CREF Individual & Institutional Services, LLCJan 2015 to now
- TIAAJan 2015 to Aug 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
One Capital Management, LLC
$8.5BAssets managed
3,535Clients
64Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4817068
- Firm CRD
- 114861