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Matthew Brian Callahan

Seaside Wealth Management, Inc.

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About Matthew Brian Callahan

Matthew Callahan is a financial advisor with Seaside Wealth Management, Inc. Matthew has been in the financial industry since 2012 and holds the Series 6, 7, 63 and 65 licenses. Matthew is also a Certified Financial Planner and a Chartered Financial Consultant. Matthew has experience working with high-net-worth individuals, individuals other than high-net-worth, and corporations or other businesses. Matthew's advisory services include financial planning, portfolio management for individuals, and pension consulting.

Firm Information

Matthew Callahan is currently registered with Seaside Wealth Management, Inc.. Seaside Wealth Management, Inc. is a registered investment advisor located in Carlsbad, California. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. They have approximately $362 million in regulatory assets under management.
Seaside Wealth Management, Inc.

6154 INNOVATION WAY

CARLSBAD, CA 92009

$362.31M

Assets Under Management

1

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Callahan’s Registration & Firm History

CA

06/15/2020 - Present

Seaside Wealth Management, Inc. (CARLSBAD CA)

NM

03/06/2015 - 06/23/2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ALBUQUERQUE NM)

NM

06/11/2013 - 02/09/2015

THORNBURG SECURITIES CORPORATION (SANTA FE NM)

NM

01/04/2012 - 06/13/2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ALBUQUERQUE NM)

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Licenses & Designations

IA

Issued 06/09/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/25/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/2013

Series 7 - General Securities Representative Examination

BC

Issued 01/03/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Brian Callahan.
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