Matthew Scott Albrecht
Investment adviser representative at Whittier Advisors, LLC
12 yearsExperience
2 statesRegistered in
$1.9BFirm assets
4 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Foreside Fund Distributors LLCJan 2026 to now
- Whittier Advisors, LLCDec 2025 to now
- Bank of America, N.A.Jan 2025 to Dec 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2024 to Dec 2025
- Matthews Real Estate Investment ServicesJun 2024 to Oct 2024
- Northwestern MutualSep 2023 to Nov 2023
- HG SplyJan 2023 to Apr 2023
- Texas Christian UniversitySep 2022 to May 2024
- Le ZinqueNov 2021 to Sep 2022
- True Food KitchenMar 2021 to Oct 2021
- Orange Coast CollegeAug 2020 to May 2022
- Greenleaf Gourmet ChopshopJun 2019 to Jul 2021
- Albertsons Inc.Jun 2019 to Aug 2019
- PavilionsJun 2019 to Aug 2019
- City of Newport BeachMar 2018 to Jun 2019
- Newport Harbor High SchoolJan 2014 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, NV).
Whittier Advisors, LLC
$1.9BAssets managed
30Clients
7Advisers
4 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
- 7795162
- Firm CRD
- 318024