Matthew Mark Robbins
Investment Adviser Representative at FREC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew Mark Robbins is an investment adviser representative with FREC in San Francisco, CA, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with Truist Securities, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 79 (investment banking). They are registered to provide investment advice in California.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
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.
- SunTrust Robinson Humphrey/Truist SecuritiesJul 2020 – Apr 2021San Francisco, CA
- SunTrust Robinson HumphreyJun 2019 – Aug 2019San Francisco, CA
- Santa Clara UniversitySep 2016 – Mar 2020Santa Clara, CA
- Homestreet BankJun 2018 – Aug 2018San Jose, CA
- CartaAug 2017 – Mar 2018Palo Alto, CA
- NetCirqJun 2017 – Jun 2017San Bruno, CA
- CutcoDec 2016 – Jan 2017Appleton, WI
- Santa Clara UniversityAug 2019 – Jun 2020Santa Clara, CA
- Quid Capital Group Holdings, LLCDec 2021 – Mar 2025Santa Monica, CA
- Frec Advisers LLCJan 2026 – no end date reportedSan Francisco, CA
- unemployedApr 2021 – Dec 2021Appleton, WI
- unemployedMar 2025 – Jan 2026Appleton, WI
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About FREC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
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
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 1
- Main office:
- San Francisco, CA
- SEC file number:
- 801-127783
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 25, 2026
View full firm profileOther advisors at FREC
7 other advisors in the directory
Similar advisors in San Francisco, CA
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 Mark Robbins 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.
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