Matthew Evans has been an investment adviser representative at Ocean Path Advisors since April 2026, and is not listed among the firm’s executive officers or direct owners.
Ocean Path Advisors, LLC is a Manhattan Beach, CA firm with $560M under management, 196 clients and 6 advisers across 2 offices, as of its August 2026 filing.
Matthew Evans’ longest registration was 1 year at Mariner Independent (2025–2026). Before joining Ocean Path Advisors in 2026, Matthew Evans was registered through Mariner Independent.
- Ocean Path Advisors, LLCCurrent– present · under a yearManhattan Beach, CA · Adviser representative · Firm CRD 338933
- – · under a yearManhattan Beach, CA · Adviser representative · Firm CRD 338933
- Mariner Independent– · 1 yearManhattan Beach, CA · Adviser representative · Firm CRD 305418
Investment adviser representative registrations
Matthew Evans is registered as an investment adviser representative in 2 states. Each was approved in April 2026.
- CaliforniaSince 29 April 2026
- TexasSince 29 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 December 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Matthew Stanley Evans
- CRD
- 8035393
- Firm
- Ocean Path Advisors · CRD 338933
- Office
- 115 21ST ST., Manhattan Beach, CA 90266
- Registration
- Investment adviser registration
- In the industry since
- January 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Evans work?
Matthew Evans is an investment adviser representative registered through Ocean Path Advisors, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Evans a financial advisor?
Yes. Matthew Evans has a current investment-adviser registration in California and Texas, through Ocean Path Advisors since April 2026.
How many years of experience does Matthew Evans have?
Matthew Evans has 1 year in the financial industry, since January 2025, across 2 adviser firms.
What exams has Matthew Evans passed?
Matthew Evans passed the Series 65 in December 2024.
Where is Matthew Evans based?
Matthew Evans’ registered office is in Manhattan Beach, CA.
Is Matthew Evans registered with FINRA?
No. Matthew Evans has no current broker registration.
How can I verify Matthew Evans’ record?
Search CRD 8035393 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Evans’ full registration record.