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Matthew Richard Falkowski

SEABRIDGE INVESTMENT ADVISORS LLC·SUMMIT, New Jersey
Series 7, Series 55CFAClean record8 years registeredSEABRIDGE INVESTMENT ADVISORS LLC
450 SPRINGFIELD AVE., SUMMIT, NJ 07901-2610CRD# 5450079Firm CRD# 108681

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Richard Falkowski · SUMMIT, NJ
Registration
CRD #5450079 · SEABRIDGE INVESTMENT ADVISORS LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

SEABRIDGE INVESTMENT ADVISORS LLC
Mar 2018 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 55
Registration record
First registered · March 12, 2018
Years registered · 8
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SEABRIDGE INVESTMENT ADVISORS LLC
CRD 108681 · SEC 801-55009
AUM
$434M
Regulatory assets under management
Employees
11
328 client accounts
Services offered by SEABRIDGE INVESTMENT ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SEABRIDGE INVESTMENT ADVISORS LLC →
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05

Frequently Asked Questions

What services does Matthew Richard Falkowski offer?
Matthew Richard Falkowski specializes in Financial Planning, Investment Management. Contact their office in SUMMIT, New Jersey for a consultation.
What are Matthew Richard Falkowski's credentials?
Matthew Richard Falkowski holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Matthew Richard Falkowski located?
Matthew Richard Falkowski is based in SUMMIT, New Jersey, working with SEABRIDGE INVESTMENT ADVISORS LLC. Their office serves clients in the SUMMIT metropolitan area and surrounding communities.
How does Matthew Richard Falkowski charge for services?
Matthew Richard Falkowski's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SEABRIDGE INVESTMENT ADVISORS LLC?
SEABRIDGE INVESTMENT ADVISORS LLC has approximately 11 employees and manages $434M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SEABRIDGE INVESTMENT ADVISORS LLC

John Carmine Conti
SUMMIT, NJ
Susan Elizabeth Boyd
SUMMIT, NJ
Adrian Bjorn Morffi
SUMMIT, NJ
Christopher Dewitt Hohlstein
SUMMIT, NJ
Howard Chin
SUMMIT, NJ
Nicole Goberman
SUMMIT, NJ

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