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Managing Director · Seabridge Investment Advisors LLC

Matthew R. Falkowski

CRD 5450079 · Named on Form ADV at one SEC-registered adviser

At a glance

Seabridge Investment Advisors LLC, an SEC-registered wealth manager based in Summit, NJ with $771 million in regulatory assets, lists Matthew R. Falkowski on its Form ADV as Managing Director, a control person.

Firms and roles

AtlasMembers

Matthew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2018 (8 years)
Designations
Chartered Financial Analyst
Exams
–
Registered in
3 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Matthew’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
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Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Garnett L. KeithChairman Emeritus, Seabridge Investment Advisors LLC
  • Adrian B. MorffiManaging Director/ Chief Financial Officer, Seabridge Investment Advisors LLC
  • Howard ChinManaging Director, Seabridge Investment Advisors LLC
  • Christopher D. HohlsteinSenior Managing Director, Seabridge Investment Advisors LLC
  • Nicole GobermanChief Operating Officer/ Chief Compliance Officer/ Managing Director, Seabridge Investment Advisors LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.