Matthew Elliott Sear
Investment Adviser Representative at MAI Capital Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew Elliott Sear is an investment adviser representative in New York, NY, currently registered with MAI Capital Management, LLC and Evoke Advisors. They have worked in the securities industry since 2019 and have been registered with 4 firms, including Inbalance Advisors, LLC and First Republic Investment Management, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New York.
Registrations & licenses
- Investment adviser:
- New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- First Republic Investment Management, Inc.Aug 2017 – May 2019New York, NY
- Southern Methodist UniversityMay 2013 – May 2017Dallas, TX
- Evoke Wealth LLCMay 2019 – Jun 2019Los Angeles, CA
- SkyBridge Capital II, LLCAug 2019 – Jul 2022New York, NY
- Hastings Capital Group, LLCAug 2019 – Jul 2022New York, NY
- Inbalance Advisors, LLCDec 2022 – Aug 2023Los Angeles, CA
- UnemployedJul 2022 – Nov 2022New York, NY
- Evoke AdvisorsAug 2023 – no end date reportedLos Angeles, CA
- MAI Capital Management, LLCJan 2026 – no end date reportedCleveland, OH
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About MAI Capital Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Other
- Firm account minimum
- $500,000 (waivable)
- Estimated blended rate
- 0.01
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 298
- Offices listed on AdvisorFinder:
- 27
- Main office:
- Cleveland, OH
- SEC file number:
- 801-58104
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
View full firm profileOther advisors at MAI Capital Management, LLC
Showing 12 of 298 in the directory
Similar advisors in New York, NY
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Elliott Sear has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched