Seth Mathew Streeter

Employer firm

Mission Wealth Management, LP CRD 113057

$17.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
FAMILY WEALTH MANAGEMENT

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

Current Employers

Mission Wealth Management, Lp

1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2017-01-17

TX RA
APPROVED

Since 2017-01-17

Branch Locations

901 S. Mopac Expressway Suite 250, Austin, TX 78746 • 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

Organization	City	State	From	To
Mission Wealth Management	Santa Barbara	CA	02/2000	Present

02/2000 → Present

Mission Wealth Management

Santa Barbara, CA

Previous Registrations

2000-02-10 → 2013-09-24

National Planning Corporation

Santa Barbara, CA

Santa Barbara, CA

Other Businesses

YOUNG PRESIDENTS ORGANIZATION (YPO) Health & Wellness Board. - NO - 1123 CHAPALA ST #202, SANTA BARBARA, CA 93101 - NON PROFIT PROFESSIONAL ORG - 4 HOURS/MONTH DURING TRADING HOURS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-10-06
S63	Uniform Securities Agent State Law Examination	1992-10-05

S65 Uniform Investment Adviser Law Examination

1998-10-06
S63 Uniform Securities Agent State Law Examination

1992-10-05

Designations

Certified Financial Planner

Other Names

Seth M Streeter

View on SEC IAPD