Matthew Stanley Evans
Investment adviser representative at Ocean Path Advisors, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$559.5MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Ocean Path Advisors, LLCOct 2024 to now
- Mariner IndependentJan 2025 to Feb 2026
- Mariner Wealth AdvisorsApr 2022 to Oct 2024
- Pomona CollegeSep 2017 to May 2022
- High School StudentJan 2015 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Ocean Path Advisors, LLC
$559.5MAssets managed
196Clients
6Advisers
Under 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
- 8035393
- Firm CRD
- 338933