Kendall Lynn Matrisian
Investment adviser representative at Seia
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Seia LLCMay 2026 to now
- Ses LLCMay 2026 to now
- Cambridge Investment Research, Inc.Jun 2025 to May 2026
- The Ameriflex GroupMay 2024 to May 2026
- The Pawms TuscaloosaApr 2024 to Aug 2024
- Vector Wealth StrategiesFeb 2024 to May 2024
- Voyant Financial ServicesMay 2023 to Aug 2023
- AssetmarkMay 2022 to Aug 2022
- AssetmarkMay 2021 to Aug 2021
- The University of AlabamaAug 2020 to May 2025
- Berean Christian SchoolAug 2015 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7713937
- Firm CRD
- 108163