AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
MS

Matthew P. Stedman

YORKVILLE SECURITIES
MOUNTAINSIDE, NJ 07092
CRD#: 1350903
Some features on this profile are disabled
MS
Matthew Phillip StedmanYORKVILLE SECURITIES

Professional summary


Matthew Phillip Stedman, who also goes by Mathew P Stedman, is a registered financial professional currently at YORKVILLE SECURITIES, LLC located in Mountainside, New Jersey.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 1985. Matthew has worked at 14 firms and has passed the Series 63, SIE, Series 7, Series 24 and Series 8 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mathew P Stedman

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Matthew Phillip Stedman's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 1, 2026 - Present

YORKVILLE SECURITIES, LLC

Office #1: 1012 Springfield Ave, Mountainside, NJ 07092
BD
CRD#: 330480
MOUNTAINSIDE, NJ
Past

March 8, 2010 - May 14, 2026

SEAPORT GLOBAL SECURITIES LLC

BD
CRD#: 116270
MONTAUK, NY
Past

January 7, 2008 - March 3, 2010

MORGAN JOSEPH TRIARTISAN LLC

BD
CRD#: 10948
NEW YORK, NY
Past

February 5, 2007 - December 21, 2007

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
NEW YORK CITY, NY
Past

June 16, 2004 - February 8, 2006

MORGAN JOSEPH HIGH YIELD TRADING LLC

BD
CRD#: 130000
NEW YORK, NY
Past

January 6, 2003 - January 29, 2007

MORGAN JOSEPH TRIARTISAN LLC

BD
CRD#: 10948
WHITE PLAINS, NY
Past

January 2, 2002 - January 2, 2003

LIBRA SECURITIES, LLC

BD
CRD#: 104161
LOS ANGELES, CA
Past

December 21, 2000 - December 31, 2001

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
SAINT PAUL, MN
Past

July 16, 1997 - November 29, 2000

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

May 6, 1996 - June 13, 1997

BANC ONE CAPITAL MARKETS, INC.

BD
CRD#: 23065
CHICAGO, IL
Past

December 4, 1992 - October 21, 1994

NATWEST SECURITIES CORPORATION

BD
CRD#: 18238
NEW YORK, NY
Past

November 27, 1990 - March 31, 1993

COUNTY NATWEST GLOBAL SECURITIES LIMITED

BD
CRD#: 16212
Past

September 5, 1990 - October 3, 1991

CEDAR STREET SECURITIES CORP.

BD
CRD#: 26600
NEW YORK, NY
Past

February 23, 1989 - March 14, 1990

DREXEL BURNHAM LAMBERT GOVERNMENT SECURITIES INC.

BD
CRD#: 19727
Past

April 23, 1985 - March 14, 1990

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(6/1/2026)
RR
Florida
(6/10/2026)
RR
New Jersey
(6/11/2026)
RR
Pennsylvania
(6/3/2026)
RR
Texas
(6/8/2026)
RR
Utah
(6/3/2026)

Exams


State Security Law Exam
RR
Series 63
Date: 10/22/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/23/2001
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 2/17/1998
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA

Current Firm


YS
YORKVILLE SECURITIES, LLC
YORKVILLE SECURITIES, LLC

CRD#: 330480 / SEC#: , 8-71241

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
Loading...

Contact information


Main Address
1012 Springfield Ave, Mountainside, NJ 07092
Mailing Address
1012 Springfield Ave, Mountainside, NJ 07092
Phone number
(201) 536-5110
Established
Delaware since 02/08/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (27 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
YORKVILLE BD HOLDINGS, LLCSOLE MEMBER
ANGELO, MARK ANTHONYCHAIRMAN OF BOARD OF MANAGERS2585969
BECKMAN, MATTHEW JACOBMEMBER OF THE BOARD OF MANAGERS; CO-HEAD OF INVESTMENT BANKING4139592
BOWMAN, TIMOTHY JOSEPHCHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, AND FINOP2247374
FRANKS, ORENCONTROLLER4902717
MARKUNAS, MICHAEL NMNGENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER1832307
MCNICOLL, PATRICECO-CEO3199758
RILLO, TROY JAMESMEMBER OF BOARD OF MANAGERS; CO-CEO1726077
ROSSELLI, MICHAEL ALBERTMEMBER OF THE BOARD OF MANAGERS; CO-HEAD OF INVESTMENT BANKING7714774

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


YORKVILLE SECURITIES, LLC

CRD#: 330480Mountainside, NJ 07092

TRUST BUT VERIFY

Monitor Matthew Stedman

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Elizabeth Katz Miller
Elizabeth MillerAdvisorCheck Check Mark
SUMMIT PLACE FINANCIAL ADVISORS, LLC
IAR
SUMMIT, NJ
Sungmin Park
Sungmin ParkAdvisorCheck Check Mark
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IAR
RR
FLORHAM PARK, NJ
Jori Guzhuna
Jori GuzhunaAdvisorCheck Check Mark
GUZHUNA ASSET MANAGEMENT
IAR
NEW YORK, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.