Matthew David Outcalt
Investment adviser representative at Seia
14 yearsExperience
2 statesRegistered in
$22.5BFirm assets
27 yearsFirm in business
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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
- Seminars and workshops
Experience
14 years in the industry.
- Seia LLCOct 2024 to now
- Ses LLCOct 2024 to now
- Bank of America, N.A.May 2022 to Oct 2024
- Merrill Lynch, Pierce, Fenner & SmithFeb 2022 to Oct 2024
- UnemployedJan 2022 to Feb 2022
- RexJun 2021 to Aug 2021
- Vernon Capital LLCJan 2021 to Sep 2021
- Faherty BrandOct 2019 to Dec 2020
- Cpg Resources LLCAug 2019 to Feb 2020
- Pepperdine UniversityJan 2018 to Dec 2021
- Extended Travel AbroadOct 2017 to Dec 2017
- Westside AquaticsAug 2017 to Oct 2017
- Extended Period of Athletic TrainingJun 2017 to Aug 2017
- Oaks Christian SchoolAug 2012 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Seia
Legal name: Signature Estate & Investment Advisors LLC
$22.5BAssets managed
9,833Clients
130Advisers
27 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
- 7513042
- Firm CRD
- 108163