Matthew E. Higbie
Professional summary
Matthew Edward Higbie, who also goes by Matthew Higbie, Matt Higbie, is a registered financial advisor currently at BIRCHWOOD CAPITAL located in Carlsbad, California.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Matthew has worked at 2 firms and has passed the Series 63 and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Edward Higbie's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 12, 2025 - Present
BIRCHWOOD CAPITAL
Office #1: 2385 Camino Vida Roble Suite 100, Carlsbad, CA 92011November 6, 2012 - January 27, 2014
KEEFE, BRUYETTE & WOODS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/12/2025)
Exams
Current Firm
BIRCHWOOD CAPITAL
CRD#: 310219 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 186 |
| AUM (Assets Under Management) | $ 74,502,404 |
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.
