Matthew Falkowski
Seabridge Investment Advisors · Atlanta, Georgia
Matthew Falkowski is a fee-only financial advisor at Seabridge Investment Advisors in Atlanta, Georgia, who holds the CFA credential. Seabridge Investment Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Matthew →
Facts
| Firm | Seabridge Investment Advisors |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $771.2M across 482 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA, NJ, TX · CRD 5450079 |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.seabridge.com |
How Matthew's firm compares
- Seabridge Investment Advisors's average account is about $1.6 million, from its Form ADV (assets managed divided by 482 accounts).
Request an introduction to Matthew
Tell Matthew a little about what you're looking for. Matthew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Matthew
Is Matthew Falkowski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Seabridge Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Seabridge Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Matthew Falkowski based?
Matthew Falkowski is based in Atlanta, Georgia.
What credentials does Matthew Falkowski hold?
Matthew Falkowski holds the CFA credential.
Is Matthew Falkowski registered with the SEC?
Yes. Matthew Falkowski is registered as an investment adviser representative in GA, NJ and TX (CRD 5450079), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Seabridge Investment Advisors manage?
Seabridge Investment Advisors reports $771.2M across 482 accounts in assets under management.
How do I contact Matthew Falkowski?
Through Matthew's website, www.seabridge.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.