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MS

Matthias S. Shortridge

PURE FINANCIAL ADVISORS
Brea, CA 92821
Some features on this profile are disabled
CRD#: 7356662
MS

Professional summary

Matthias Steven Shortridge, who also goes by Matthias Steven Shortridge, is a registered financial advisor currently at PURE FINANCIAL ADVISORS, LLC located in Brea, California.

Matthias is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Matthias has worked at 3 firms and has passed the Series 63, Series 7TO, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matthias Steven Shortridge

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 Matthias Steven Shortridge'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

January 6, 2026 - Present

PURE FINANCIAL ADVISORS, LLC

Office #1: 3040 Saturn Street Suite 100, Brea, CA 92821
RIA
CRD#: 144316
Brea, CA
Past

May 24, 2022 - February 27, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Irvine, CA
Past

May 3, 2021 - April 13, 2022

MWA FINANCIAL SERVICES INC.

BD
CRD#: 112630
LAGUNA 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".
PURE FINANCIAL ADVISORS, LLC
PURE FINANCIAL ADVISORS, LLC
FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA
Registered Investment Advisory firm - (5/1/2009 Approved)
California
Registered Investment Advisory firm - (5/7/2009 Terminated)

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
(1/6/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 3/16/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/30/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 5/3/2021
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/25/2021
Securities Industry Essentials Examination

Current Firm

PURE FINANCIAL ADVISORS, LLC
PURE FINANCIAL ADVISORS, LLC
FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA
Registered Investment Advisory firm - (5/1/2009 Approved)
California
Registered Investment Advisory firm - (5/7/2009 Terminated)
PREMIUM
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Contact information

Main Address
3131 Camino Del Rio N Suite 1550, San Diego, CA 92108
Mailing Address
Phone number
(866) 876-7873
Established
Firm type
Fiscal year end
# of Employees
204

SEC notice filing (44 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

PURE FINANCIAL ADVISORS, ADV 2A BROCHURE (2/12/2026)

Regulatory assets under management

Total Number of Accounts7,509
AUM (Assets Under Management)$ 11,054,059,366

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

PURE FINANCIAL ADVISORS, LLC

PURE FINANCIAL ADVISORS, LLC

CRD#: 144316Brea, CA 92821

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