Matthew Thomas Echaniz

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 07/2011 → 02/2025
  Lincoln Financial Advisors Corporation
  Virginia Beach, VA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2012-04-17 → 2025-01-24
  Osaic Fa, Inc.
  Virginia Beach, VA
  Waltham, MA
  Virginia Beach, VA
  Radnor, PA
  Virginia Beach, VA
  Fort Wayne, IN
• 2009-12-14 → 2011-06-14
  1St Global Advisors Inc
  Chesapeake, VA
• 1999-03-05 → 2009-08-05
  Ameriprise Financial Services, Llc
  Virginia Beach, VA
  Davenport, IA
  Davenport, IA
  Virginia Beach, VA
  Honolulu, HI
  Honolulu, HI

Other Businesses

1) MATTHEW ECHANIZ ONE COLUMBUS CENTER #800, 283 CONSTITUTION DRIVE VIRGINIA BEACH, VIRGINIA 23462 CATEGORY: INSTRUCTOR/TEACHER INVESTMENT RELATED: NO TITLE: PUBLIC SPEAKER DUTIES: PROVIDE CONTINUING EDUCATION FOR INSURANCE AGENTS, REGISTERED REPS, AND CPAS. START DATE: 09/16/2019 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 4. 2) STRETCHLAB VIRGINIA BEACH, LLC CHESAPEAKE, VA CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: HIRE AND MANAGE FRANCHISE GENERAL MANAGER. PROVIDE FINANCIAL FUNDING FOR BUSINESS START UP. START DATE: 12/1/2021 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 5

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-03-30

Other Names

• Matthew Thomas Echaniz