Best Investors Account Sign in
Inactive

Matthew Cole Fulton

Seneca Private Wealth, LLC

Los Angeles, CA

Atlas Legacy Advisors LLC

Los Angeles, CA

Claim This Profile
Current Employers
Seneca Private Wealth, Llc

1999 Avenue Of The Stars Suite 3350, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-12
CA RA APPROVED 2025-01-15
  • TX RA
    APPROVED
    Since 2026-03-12
  • CA RA
    APPROVED
    Since 2025-01-15

Branch Locations

1999 Avenue Of The Stars Suite 3350, Los Angeles, CA 90067 • United States

Atlas Legacy Advisors Llc

1999 Avenue Of The Stars Suite 3350, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-06-04
  • CA RA
    APPROVED
    Since 2024-06-04

Branch Locations

1999 Avenue Of The Stars Suite 3350, Los Angeles, CA 90067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Century City CA 04/2023 06/2024
Ubs Westlake Village CA 06/2022 09/2022
Fulton Management Encino CA 06/2022 10/2022
Signature Parking Santa Barbara CA 02/2020 12/2021
University Of California, Santa Barbara Santa Barbara CA 09/2019 06/2023
Calabasas High School Calabasas CA 08/2015 06/2019
Atlas Legacy Advisors Llc Los Angeles CA 06/2024 Present
Seneca Private Wealth, Llc Los Angeles CA 01/2025 Present
  • 04/2023 → 06/2024
    Wells Fargo Clearing Services, Llc
    Century City, CA
  • 06/2022 → 09/2022
    Ubs
    Westlake Village, CA
  • 06/2022 → 10/2022
    Fulton Management
    Encino, CA
  • 02/2020 → 12/2021
    Signature Parking
    Santa Barbara, CA
  • 09/2019 → 06/2023
    University Of California, Santa Barbara
    Santa Barbara, CA
  • 08/2015 → 06/2019
    Calabasas High School
    Calabasas, CA
  • 06/2024 → Present
    Atlas Legacy Advisors Llc
    Los Angeles, CA
  • 01/2025 → Present
    Seneca Private Wealth, Llc
    Los Angeles, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-30
  • S66 Uniform Combined State Law Examination
    2023-08-30
Designations
Other Names
  • Matt Cole Fulton

View on SEC IAPD

Other Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TLG ADVISORS, INC.
NORTHERN TRUST SECURITIES, INC.
NUVEEN ASSET MANAGEMENT, LLC
WEALTHSPIRE RETIREMENT ADVISORY

Other Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER
Sarah Mushtaq Chhotani
Julie Ann Yoon
Olivia R DiNapoli
Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

More in Los Angeles, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor