Matthew Roy Hubbell
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Evans Investment Advisors, LLCJul 2025 to now
- Osaic Wealth, Inc.Jun 2025 to now
- Arthur J. Gallagher & Co.Aug 2023 to May 2025
- LPL FinancialApr 2023 to Dec 2023
- Cadence InsuranceMay 2022 to Aug 2023
- Louisiana State UniversityAug 2021 to May 2025
- Viking Distributors IncMay 2021 to Jul 2021
- Viking Distributors IncJul 2020 to Aug 2020
- Breazeale, Sachse & Wilson, L.L.P.May 2019 to Aug 2019
- Breazeale, Sachse & Wilson, L.L.P.May 2018 to Aug 2018
- Catholic High SchoolAug 2017 to May 2021
- St. Aloysius Middle SchoolJul 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (LA).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7733348
- Firm CRD
- 23131