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Matthew Richard Falkowski

Investment adviser representative at Seabridge Investment Advisors LLC
12 yearsExperience
3 statesRegistered in
CFADesignation
$771.2MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Seabridge Investment Advisors LLCMay 2014 to now

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 3 states (GA, NJ, TX).

Seabridge Investment Advisors LLC

$771.2MAssets managed
201Clients
11Advisers
28 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
5450079
Firm CRD
108681
Advisor's SEC record (opens in a new tab)
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