Matthew Falkowski has been Managing Director of SeaBridge Investment Advisors since January 2021, is a control person of the firm and directly owns between 10% and 25% of it.
Seabridge Investment Advisors LLC is a Summit, NJ firm with $771M under management, 201 clients and 11 advisers across 2 offices, as of its June 2026 filing.
- – present · 8 yearsAtlanta, GA · Adviser representative · Firm CRD 108681
Investment adviser representative registrations
Matthew Falkowski is registered as an investment adviser representative in 3 states. The first approvals date from March 2018; the most recent is New Jersey, in January 2020.
- GeorgiaSince 16 March 2018
- New JerseySince 27 January 2020
- TexasSince 12 March 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 55 | Limited Representative-Equity Trader Exam | 6 December 2008 |
| Series 7 | General Securities Representative Examination | 25 March 2008 |
- Name
- Limited Representative-Equity Trader Exam
- Name
- General Securities Representative Examination
- Full name
- Matthew Richard Falkowski
- CRD
- 5450079
- Firm
- SeaBridge Investment Advisors · CRD 108681
- Role
- Managing Director
- Office
- 1777 Northeast Expressway NE, Suite 220, Atlanta, GA 30329
- Registration
- Investment adviser registration
- In the industry since
- March 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Falkowski work?
Matthew Falkowski has been Managing Director of Seabridge Investment Advisors LLC since January 2021, and is a control person of the firm.
Is Matthew Falkowski a financial advisor?
Yes. Matthew Falkowski has a current investment-adviser registration in Georgia, New Jersey and Texas, through SeaBridge Investment Advisors since March 2018.
How many years of experience does Matthew Falkowski have?
Matthew Falkowski has 8 years in the financial industry, since March 2018, across 1 adviser firm.
What exams has Matthew Falkowski passed?
Matthew Falkowski has passed 2 licensing exams: the Series 7 and Series 55. The earliest, the Series 7, was passed in March 2008.
Where is Matthew Falkowski based?
Matthew Falkowski’s registered office is in Atlanta, GA.
Is Matthew Falkowski registered with FINRA?
No. Matthew Falkowski has no current broker registration.
How can I verify Matthew Falkowski’s record?
Search CRD 5450079 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Falkowski’s full registration record.
