Matthew David Outcalt

Employer firm

Seia CRD 108163

$22.5B regulatory AUM 114 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/2022 → 10/2024
  Merrill Lynch, Pierce, Fenner & Smith
  Los Angeles, CA
• 01/2018 → 12/2021
  Pepperdine University
  Malibu, CA
• 01/2021 → 09/2021
  Vernon Capital Llc
  Los Angeles, CA
• 06/2021 → 08/2021
  Rex
  Woodland Hills, CA
• 10/2019 → 12/2020
  Faherty Brand
  Malibu, CA
• 08/2019 → 02/2020
  Cpg Resources Llc
  Irwindale, CA
• 01/2022 → 02/2022
  Unemployed
  Los Angeles, CA
• 08/2017 → 10/2017
  Westside Aquatics
  Pacific Palisades, CA
• 08/2012 → 06/2017
  Oaks Christian School
  Westlake Village, CA
• 10/2017 → 12/2017
  Extended Travel Abroad
  Genoa
• 06/2017 → 08/2017
  Extended Period Of Athletic Training
  Malibu, CA
• 05/2022 → 10/2024
  Bank Of America, N.A.
  Los Angeles, CA
• 10/2024 → Present
  Ses Llc
  Los Angeles, CA
• 10/2024 → Present
  Seia Llc
  Los Angeles, CA

Previous Registrations

• 2022-07-12 → 2024-10-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
  San Diego, CA
  San Diego, CA
  New York, NY
  Los Angeles, CA
  Beverly Hills, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA

Other Businesses

SEIA LLC POSITION: Advisor, NATURE: RIA, INVESTMENT RELATED: Yes, NUMBER OF HOURS: 160, SECURITIES TRADING HOURS: 120, START DATE: 10/29/2024 ADDRESS: 2121 Avenue of the Stars, Suite 1600, Los Angeles CA 90067, United States DESCRIPTION: RIA sales & service

Exams

• S66 Uniform Combined State Law Examination
  2022-07-11

Other Names

• Matt Outcalt