MA
Matthew S. Albrecht
WHITTIER ADVISORS
NEWPORT BEACH, CA 92660
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CRD#: 7795162
MA
Professional summary
Matthew Scott Albrecht, who also goes by Matthew S Albrecht, is a registered financial advisor currently at WHITTIER ADVISORS, LLC located in Newport Beach, California and FORESIDE FUNDS DISTRIBUTORS LLC located in Newport Beach, California.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Matthew has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew S Albrecht
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.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Scott Albrecht's 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®
NoneExperience
Current
January 14, 2026 - Present
WHITTIER ADVISORS, LLC
Office #1: 4695 Macarthur Court Suite 1500, Newport Beach, CA 92660RIA
CRD#: 318024
NEWPORT BEACH, CA
Current
January 9, 2026 - Present
FORESIDE FUNDS DISTRIBUTORS LLC
Office #1: 4695 Macarthur Court Ste. 1500, Newport Beach, CA 92660BD
CRD#: 31334
Newport Beach, CA
Past
January 31, 2025 - December 8, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
NEWPORT BEACH, CA
Past
January 1, 2025 - December 8, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEWPORT BEACH, 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".
WA
WHITTIER ADVISORS, LLC
BELRIDGE ADVISORS, LLC | WHITTIER ADVISORS, LLC
CRD#: 318024 / SEC#: 801-126237
RIA
Registered Investment Advisory firm - (7/28/2022 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.RR
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
RR
Alabama(1/9/2026)
RR
Alaska(1/9/2026)
RR
Arizona(1/9/2026)
RR
Arkansas(1/9/2026)
RR
California(1/9/2026)
IAR
California(1/14/2026)
RR
Colorado(1/9/2026)
RR
Connecticut(1/9/2026)
RR
Delaware(1/9/2026)
RR
Florida(1/9/2026)
RR
Georgia(1/9/2026)
RR
Hawaii(1/9/2026)
RR
Idaho(1/9/2026)
RR
Illinois(1/9/2026)
RR
Indiana(1/9/2026)
RR
Iowa(1/9/2026)
RR
Kansas(1/9/2026)
RR
Kentucky(1/9/2026)
RR
Louisiana(1/9/2026)
RR
Maine(1/9/2026)
RR
Maryland(1/9/2026)
RR
Massachusetts(1/9/2026)
RR
Michigan(1/9/2026)
RR
Minnesota(1/9/2026)
RR
Mississippi(1/9/2026)
RR
Missouri(1/9/2026)
RR
Montana(1/9/2026)
RR
Nebraska(1/9/2026)
RR
Nevada(1/9/2026)
IAR
Nevada(1/14/2026)
RR
New Hampshire(1/9/2026)
RR
New Jersey(1/9/2026)
RR
New Mexico(1/9/2026)
RR
New York(1/9/2026)
RR
North Carolina(1/9/2026)
RR
North Dakota(1/9/2026)
RR
Ohio(1/9/2026)
RR
Oklahoma(1/9/2026)
RR
Oregon(1/9/2026)
RR
Pennsylvania(1/9/2026)
RR
Rhode Island(1/9/2026)
RR
South Carolina(1/9/2026)
RR
South Dakota(1/9/2026)
RR
Tennessee(1/9/2026)
RR
Texas(1/9/2026)
RR
Utah(1/9/2026)
RR
Vermont(1/9/2026)
RR
Virginia(1/9/2026)
RR
Washington(1/9/2026)
RR
West Virginia(1/9/2026)
RR
Wisconsin(1/9/2026)
RR
Wyoming(1/9/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/30/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WA
WHITTIER ADVISORS, LLC
BELRIDGE ADVISORS, LLC | WHITTIER ADVISORS, LLC
CRD#: 318024 / SEC#: 801-126237
RIA
Registered Investment Advisory firm - (7/28/2022 Approved)PREMIUM
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Contact information
Main Address
4695 Macarthur Court Suite 1500, Newport Beach, CA 92660
Mailing Address
Phone number
(949) 341-4250
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14 |
| AUM (Assets Under Management) | $ 1,475,040,057 |
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.
