How SEIA Is Moving Advisors from 1099 Affiliation to W-2 Employees
At SEIA, we’re proud to be at the forefront of a major shift in the RIA space — helping advisors transition from 1099 affiliation to W-2 employment in a way that enhances efficiency, unity, and long-term growth.
In a new WealthManagement.com feature by Senior Reporter Alex Ortolani, President Matt Matrisian shares how SEIA’s model empowers advisors to focus on what matters most: their clients.
“We want advisors in our ecosystem… so they don’t have to be business owners doing HR, operations and all the other functions. We absorb that as a company.”
Founding Partner Mark Copeland and Managing Senior Partner Jennifer Kim also shared their perspectives on the transition — from overcoming early hurdles to seeing the value of equity participation and greater firm-wide alignment.
This evolution reflects SEIA’s ongoing commitment to building a unified, scalable business that supports both advisor success and client impact.
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