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MR

Matthew M. Robbins

FREC
San Francisco, CA 94105
Some features on this profile are disabled
CRD#: 7265002
MR

Professional summary

Matthew Mark Robbins, who also goes by Matthew 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.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matthew Robbins

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 Matthew Mark Robbins'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

February 4, 2026 - Present

FREC

Office #1: 171 2nd Street 3rd Floor, San Francisco, CA, 94105
RIA
CRD#: 325982
San Francisco, CA
Past

August 14, 2020 - April 12, 2021

TRUIST SECURITIES, INC.

BD
CRD#: 6271
SAN FRANCISCO, 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".
FR
FREC
FREC | FREC ADVISERS LLC

CRD#: 325982 / SEC#: 801-127783

RIA
Registered Investment Advisory firm - (4/27/2023 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
(2/4/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/4/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/20/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 8/14/2020
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/8/2020
Securities Industry Essentials Examination

Current Firm

FR
FREC
FREC | FREC ADVISERS LLC

CRD#: 325982 / SEC#: 801-127783

RIA
Registered Investment Advisory firm - (4/27/2023 Approved)
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Contact information

Main Address
171 2nd Street 3rd Floor, San Francisco, CA, 94105
Mailing Address
Phone number
(855) 900-3732
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (22 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FREC ADVISERS LLC FORM ADV PART 2A DISCLOSURE BROCHURE (1/23/2026)

Regulatory assets under management

Total Number of Accounts820
AUM (Assets Under Management)$ 119,214,747

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.

Company Information

FREC

CRD#: 325982San Francisco, CA 94105

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