Unclaimed Profile

Seth Mathew Streeter

MISSION WEALTH MANAGEMENT, LP·SANTA BARBARA, California

Series 6, Series 7, Series 24, Series 51, Series 63, Series 65Clean record26 years registeredMISSION WEALTH MANAGEMENT, LP

1111 CHAPALA STREET, SANTA BARBARA, CA 93101CRD# 2281532Firm CRD# 113057

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Seth Mathew Streeter · SANTA BARBARA, CA

Registration

CRD #2281532 · MISSION WEALTH MANAGEMENT, LP · 26 years registered

Brand Profile

Not yet started

Career History

MISSION WEALTH MANAGEMENT, LP

Jan 2013 – present

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Feb 2000 – Sep 2013

SANTA BARBARA, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · February 10, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MISSION WEALTH MANAGEMENT, LP

CRD 113057 · SEC 801-61230

AUM

$7.1B

Regulatory assets under management

Employees

109

9,939 client accounts

Services offered by MISSION WEALTH MANAGEMENT, LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MISSION WEALTH MANAGEMENT, LP →

Introduction

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Frequently Asked Questions

What services does Seth Mathew Streeter offer?

Seth Mathew Streeter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SANTA BARBARA, California for a consultation.

What are Seth Mathew Streeter's credentials?

Seth Mathew Streeter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Seth Mathew Streeter located?

Seth Mathew Streeter is based in SANTA BARBARA, California, working with MISSION WEALTH MANAGEMENT, LP. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.

How does Seth Mathew Streeter charge for services?

Seth Mathew Streeter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MISSION WEALTH MANAGEMENT, LP?

MISSION WEALTH MANAGEMENT, LP has approximately 109 employees and manages $7.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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