Matthew Brian Callahan
Investment adviser representative at Seaside Wealth Management, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$459.3MFirm 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 assetsHourlyFixed 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.
- Seaside Wealth Management, Inc.Jun 2020 to now
- Purshe Kaplan Sterling InvestmentsJul 2020 to Feb 2026
- Northwestern Mutual Wealth Management CompanyMar 2015 to Jun 2020
- Northwestern Mutual Investment Services, LLCFeb 2015 to Jun 2020
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Seaside Wealth Management, Inc.
$459.3MAssets managed
380Clients
7Advisers
9 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
- 5903787
- Firm CRD
- 271039