Andrea H. Matolo

FIRST FOUNDATION ADVISORS

IRVINE, CA 92612

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CRD#: 5178888

Professional summary

Andrea Helene Matolo, who also goes by Andrea Helene Llovera, Andrea Matolo, is a registered financial advisor currently at FIRST FOUNDATION ADVISORS located in Irvine, California.

Andrea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Andrea has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrea Helene Llovera | Andrea Matolo

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea Helene Matolo's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 30, 2015 - Present

FIRST FOUNDATION ADVISORS

Office #1: 18101 Von Karman Avenue Ste 700, Irvine, CA 92612

RIA

CRD#: 106075

IRVINE, CA

Past

April 30, 2007 - January 4, 2012

NAVALIGN, LLC

RIA

CRD#: 119919

SHERMAN OAKS, CA

Past

August 31, 2006 - May 8, 2007

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

WOODLAND HILLS, CA

Past

August 8, 2006 - May 8, 2007

EQUITABLE ADVISORS, LLC

CRD#: 6627

WOODLAND HILLS, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIRST FOUNDATION ADVISORS

FIRST FOUNDATION ADVISORS | THE KELLER GROUP INVESTMENT MANAGEMENT, INC | FIRST FOUNDATION INVESTMENT MANAGEMENT

CRD#: 106075 / SEC#: 801-35973

RIA

Registered Investment Advisory firm - (2/28/1990 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(10/30/2015)

IAR

Texas
(10/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/30/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/7/2006

General Securities Representative Examination

Current Firm

FIRST FOUNDATION ADVISORS

FIRST FOUNDATION ADVISORS | THE KELLER GROUP INVESTMENT MANAGEMENT, INC | FIRST FOUNDATION INVESTMENT MANAGEMENT

CRD#: 106075 / SEC#: 801-35973

RIA

Registered Investment Advisory firm - (2/28/1990 Approved)

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Contact information

Main Address

18101 Von Karman Ave Suite 700, Irvine, CA 92612-1051

Mailing Address

Phone number

(949) 476-0300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRST FOUNDATION ADVISORS BROCHURE (6/16/2025)

Regulatory assets under management

Total Number of Accounts	3,945
AUM (Assets Under Management)	$ 5,445,880,088

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/26/2025	Cover Page	Report
12/04/2024	Cover Page	Report
09/27/2024	Cover Page	Report
08/30/2023	Cover Page	Report
02/28/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Andrea H. Matolo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea Helene Matolo's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST FOUNDATION ADVISORS

NAVALIGN, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

FIRST FOUNDATION ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 8/30/2006

Series 7

Date: 8/7/2006

Current Firm

FIRST FOUNDATION ADVISORS

Contact information

SEC notice filing (32 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FIRST FOUNDATION ADVISORS

TRUST BUT VERIFY

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