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ME

Matthew S. Evans

OCEAN PATH ADVISORS
MANHATTAN BEACH, CA 90266
CRD#: 8035393
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ME
Matthew Stanley EvansOCEAN PATH ADVISORS

Professional summary

Matthew Stanley Evans is a registered financial advisor currently at OCEAN PATH ADVISORS, LLC located in Manhattan Beach, California.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Matthew has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

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 Stanley Evans'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

April 29, 2026 - Present

OCEAN PATH ADVISORS, LLC

Office #1: 115 21st St., Manhattan Beach, CA 90266
RIA
CRD#: 338933
MANHATTAN BEACH, CA
Past

February 10, 2026 - February 17, 2026

OCEAN PATH ADVISORS, LLC

RIA
CRD#: 338933
MANHATTAN BEACH, CA
Past

January 24, 2025 - May 1, 2026

MARINER INDEPENDENT

RIA
CRD#: 305418
Manhattan Beach, CA

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
(4/29/2026)
IAR
Texas
(4/29/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/18/2024
Uniform Investment Adviser Law Examination

Current Firm

OP
OCEAN PATH ADVISORS, LLC
OCEAN PATH ADVISORS LLC | OCEAN PATH ADVISORS, LLC

CRD#: 338933 / SEC#: 801-135249

RIA
Registered Investment Advisory firm - (1/26/2026 120-Day Approval)
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Contact information

Main Address
115 21st St., Manhattan Beach, CA 90266
Mailing Address
Phone number
(310) 302-7685
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- OCEAN PATH ADVISORS, LLC (12/26/2025)
0

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

OCEAN PATH ADVISORS, LLC

CRD#: 338933Manhattan Beach, CA 90266

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