Matthew B. Callahan

SEASIDE WEALTH MANAGEMENT

Carlsbad, CA 92009

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CRD#: 5903787

Professional summary

Matthew Brian Callahan, CFP®, ChFC®, who also goes by Matt Callahan, Matthew B Callahan, Matthew Brian Callahan, Matthew Callahan, is a registered financial advisor currently at SEASIDE WEALTH MANAGEMENT, INC. located in Carlsbad, California and PURSHE KAPLAN STERLING INVESTMENTS located in Calsbad, California.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Matthew has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Callahan | Matthew B Callahan | Matthew Brian Callahan | Matthew Callahan

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.

1) Seaside Wealth Management. Investment Related. 6154 Innovation Way, Carlsbad, CA 92009. Providing Financial Planning Advice. Wealth Manager. Start 6/2020. 160hrs/mo, all during trading hours. Work with clients and provide financial planning advice. 2) Purshe Kaplan Sterling Investments; Investment-Related. 6154 Innovation Way, Carlsbad, CA 92009. Registered Representative of Broker-Dealer. Start 07/2020. 160hrs/mo, all during trading hours. 3) San Diego Chapter of the UNM Alumni Association, Not Investment-Related, UNM Alumni Office 1 University of New Mexico Albuquerque NM 8713, The UNM Alumni San Diego Chapter is an active group that organizes and participates in numerous activities throughout the year, Treasurer, 5/1/2023, 4 Hours/Month Devoted to Other Business, 1 Hour/Month devoted to Other Business During Securities Trading Hours, Assist with budget that is allotted to host events throughout the year. 4) Sagehaven Properties LLC, Investment-Related, 12001 Eagle Rock Ave NE Albuquerque, NM 87122, Home Development, Contractor, 6/1/2023, 10 Hours/Month Devoted to Other Business, 2 Hours/Month Devoted to Other Business During Securities Trading Hours, Grantor of a loan to be able to help purchase land and material to build a home from the ground up.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Brian Callahan'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®

CFP^®

Certified Financial Planner

Start date: 2019

ChFC^®

Chartered Financial Consultant

Experience

Current

June 15, 2020 - Present

SEASIDE WEALTH MANAGEMENT, INC.

Office #1: 6154 Innovation Way, Carlsbad, CA 92009

RIA

CRD#: 271039

Carlsbad, CA

Current

August 1, 2020 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 6154 Innovation Way, Calsbad, CA 92009

CRD#: 35747

Calsbad, CA

Past

March 16, 2015 - June 23, 2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

ALBUQUERQUE, NM

Past

March 6, 2015 - June 23, 2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

ALBUQUERQUE, NM

Past

June 10, 2014 - February 9, 2015

THORNBURG INVESTMENT MANAGEMENT INC

RIA

CRD#: 106357

SANTA FE, NM

Past

June 11, 2013 - February 9, 2015

THORNBURG SECURITIES LLC

CRD#: 14857

SANTA FE, NM

Past

January 4, 2012 - June 13, 2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

ALBUQUERQUE, NM

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".

SEASIDE WEALTH MANAGEMENT, INC.

CRD#: 271039 / SEC#: 801-111750

RIA

Registered Investment Advisory firm - (9/27/2017 Approved)

California

Registered Investment Advisory firm - (10/29/2017 Terminated)

Texas

Registered Investment Advisory firm - (9/29/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

California
(6/15/2020)

California
(8/1/2020)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/9/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/25/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/12/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/3/2012

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

SEASIDE WEALTH MANAGEMENT, INC.

CRD#: 271039 / SEC#: 801-111750

RIA

Registered Investment Advisory firm - (9/27/2017 Approved)

California

Registered Investment Advisory firm - (10/29/2017 Terminated)

Texas

Registered Investment Advisory firm - (9/29/2017 Terminated)

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Contact information

Main Address

6154 Innovation Way, Carlsbad, CA 92009

Mailing Address

Phone number

(760) 730-8120

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (8/18/2025)

Regulatory assets under management

Total Number of Accounts	1,170
AUM (Assets Under Management)	$ 362,311,582

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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Advisor Monitoring

Firm Stability Insights

Matthew B. Callahan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Brian Callahan's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

THORNBURG INVESTMENT MANAGEMENT INC

THORNBURG SECURITIES LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

SEASIDE WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/9/2014

Series 63

Date: 9/25/2012

SIE

Date: 10/1/2018

Series 7

Date: 12/12/2013

Series 6

Date: 1/3/2012

FINRA

Current Firm

SEASIDE WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SEASIDE WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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