Matthew Mark Robbins
Professional Summary
Matthew Mark Robbins is a registered financial advisor currently at FREC located in San Francisco, California. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Matthew has worked at 2 firms and has passed the Series 65, Series 63, Series 79TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Years of Experience
6 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
FREC | FREC ADVISERS LLC
Contact Information
Main Address
301 Howard St., Suite 1410, San Francisco, CA 94105Phone Number
(855) 900-3732# of Employees
7SEC notice filing (36 States and Territories)
Registered to provide investment advisory services in 36 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,830AUM (Assets Under Management)
$567,226,248Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
FREC | FREC ADVISERS LLC
State Registrations and Notice Filings
(2/4/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Aug 2020About the Series 79TO examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew Mark Robbins's CRS (Customer Relationship Summary).
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