Matthew Cole Fulton
Investment adviser representative at Seneca Private Wealth, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$29.9MFirm 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.
- Seneca Private Wealth, LLCJan 2025 to now
- Atlas Legacy Advisors LLCJun 2024 to now
- Wells Fargo Clearing Services, LLCApr 2023 to Jun 2024
- Fulton ManagementJun 2022 to Oct 2022
- UBSJun 2022 to Sep 2022
- Signature ParkingFeb 2020 to Dec 2021
- University of California, Santa BarbaraSep 2019 to Jun 2023
- Calabasas High SchoolAug 2015 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Seneca Private Wealth, LLC
$29.9MAssets managed
37Clients
5Advisers
1 yearIn 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
- 7567004
- Firm CRD
- 334161