Ebi Mathew (CRD# 6767277) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has over 5 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Architects, LLC | Mountain View, CA | Sep 2019 - Current | 4 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Feb 2019 - Jul 2019 | < 1 |
| Kristin Bartlow | Walnut Creek, CA | May 2018 - Jul 2019 | 1 |
| Northwestern Mutual Investment Services LLC | Walnut Creek, CA | May 2018 - Jul 2019 | 1 |
| Kristin Bartlow | Walnut Creek, CA | Feb 2018 - May 2018 | < 1 |
| Ymca | San Francisco, CA | Oct 2015 - Feb 2018 | 2 |
| Ameriprise Wiluz And Associates | San Francisco, CA | Mar 2017 - Dec 2017 | < 1 |
| Student | San Francisco, CA | Aug 2015 - Dec 2016 | 1 |
| Virtus Partners | Houston, TX | Apr 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2018 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management1,778MILLIONS
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Total Number of Accounts2,688ACCOUNTS
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Average Account Value$661,567
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, FL, OR, TX, WA
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