Matthew Scott Albrecht
Investment Adviser Representative at Whittier Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew Scott Albrecht is an investment adviser representative with Whittier Advisors, LLC in Newport Beach, CA, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California and Nevada.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Nevada
- Broker:
50 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2024 – Dec 2025Newport Beach, CA
- Matthews Real Estate Investment ServicesJun 2024 – Oct 2024Irvine, CA
- Northwestern MutualSep 2023 – Nov 2023Fort Worth, TX
- Le ZinqueNov 2021 – Sep 2022Newport Beach, CA
- City of Newport BeachMar 2018 – Jun 2019Newport Beach, CA
- Greenleaf Gourmet ChopShopJun 2019 – Jul 2021Costa Mesa, CA
- True Food KitchenMar 2021 – Oct 2021Newport Beach, CA
- HG SPLYJan 2023 – Apr 2023Fort Worth, TX
- PavilionsJun 2019 – Aug 2019Newport Beach, CA
- Newport Harbor High SchoolJan 2014 – May 2020Newport Beach, CA
- Texas Christian UniversitySep 2022 – May 2024Fort Worth, TX
- Albertsons Inc.Jun 2019 – Aug 2019Newport Beach, CA
- Orange Coast CollegeAug 2020 – May 2022Costa Mesa, CA
- Bank of America, N.A.Jan 2025 – Dec 2025Newport Beach, CA
- Whittier Advisors, LLCDec 2025 – no end date reportedNewport Beach, CA
- Foreside Fund Distributors LLCJan 2026 – no end date reportedNewport Beach, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Whittier Advisors, 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
- Fixed fee
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
Customized portfolio management, thoughtful investment strategies, and comprehensive financial guidance.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Newport Beach, CA
- SEC file number:
- 801-126237
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 9, 2026
View full firm profileOther advisors at Whittier Advisors, LLC
6 other advisors in the directory
Similar advisors in Newport Beach, 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 Scott Albrecht 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.
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