Matthew Stanley Evans

Employer firm

Ocean Path Advisors, LLC CRD 338933

$560M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2024 → 05/2026
  Ocean Path Advisors
  Manhattan Beach, CA
• 01/2025 → 02/2026
  Mariner Independent
  Overland Park, KS
• 04/2022 → 10/2024
  Mariner Wealth Advisors
  Overland Park, KS
• 09/2017 → 05/2022
  Pomona College
  Claremont, CA
• 01/2015 → 09/2017
  High School Student
  Needham, MA
• 02/2026 → Present
  Ocean Path Advisors
  Manhattan Beach, CA
• 05/2026 → Present
  Ocean Path Advisors
  Manhattan Beach, CA

Previous Registrations

• 2025-01-24 → 2026-05-01
  Mariner Independent
  Manhattan Beach, CA
• 2026-02-10 → 2026-02-17
  Ocean Path Advisors, Llc
  Manhattan Beach, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-18

Designations

• Certified Financial Planner