MF
Matthew J. Fevola
CS PLANNING CORP
Sea Girt, NJ 08750
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CRD#: 3129398
MF
Professional summary
Matthew John Fevola, who also goes by Matt John Fevola, is a registered financial advisor currently at CS PLANNING CORP located in Sea Girt, New Jersey and R.M. STARK & CO., INC. located in Lake Worth Beach, Florida.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Matthew has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt John Fevola
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.
1) MATTHEW FEVOLA; NON-INVESTMENT RELATED; 1460 OLD FREEHOLD ROAD TOMS RIVER NJ 08753; OWNER;STARTED 2007; 0 HRS/MTH; 0 HRS/MTH DURING SEC HOURS; PROPERTIES OWNER. 2) MATTHEW FEVOLA WEALTH MANAGEMENT; INVESTMENT RELATED; 1460 OLD FREEHOLD ROAD TOMS RIVER, NJ, 08753; START DATE 6/15/2012; INDEPENDENT INSURANCE AGENT RECOMMENDING FIXED AND LIFE PRODUCTS. 5/10 HRS/MTH; SEC 0/5 HRS/MTH 3) R.M. Stark & Co., Inc.; Investment-Related; Toms River, NJ; Broker Dealer; Registered Representative; 03/2015; 176 hrs/mo; 132 hrs/mo; during securities trading hours; Duties are registered representative independent contractor.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew John Fevola's 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®
NoneExperience
Current
March 18, 2024 - Present
CS PLANNING CORP
Office #1: 2150 Route 35, Suite 250, Sea Girt, NJ 08750RIA
CRD#: 149937
Sea Girt, NJ
Current
March 3, 2015 - Present
R.M. STARK & CO., INC.
Office #1: 730 S Federal Hwy, Lake Worth Beach, FL 33460-4955BD
CRD#: 7612
Lake Worth Beach, FL
Past
March 23, 2022 - December 31, 2022
STARK FINANCIAL ADVISERS, INC.
RIA
CRD#: 121213
OKEECHOBEE, FL
Past
June 25, 2015 - May 22, 2020
STARK FINANCIAL ADVISERS, INC.
RIA
CRD#: 121213
TOMS RIVER, NJ
Past
November 30, 2010 - March 6, 2015
OSAIC WEALTH, INC.
RIA
CRD#: 23131
WEST LONG BRANCH, NJ
Past
February 13, 2009 - March 6, 2015
OSAIC WEALTH, INC.
BD
CRD#: 23131
WEST LONG BRANCH, NJ
Past
March 12, 2008 - February 23, 2009
TD WEALTH MANAGEMENT SERVICES INC.
RIA
CRD#: 6940
TOMS RIVER, NJ
Past
February 25, 2003 - February 23, 2009
TD WEALTH MANAGEMENT SERVICES INC.
BD
CRD#: 6940
TOMS RIVER, NJ
Past
March 15, 2000 - March 3, 2003
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
January 19, 1999 - September 14, 1999
FIRST MONTAUK SECURITIES CORP.
BD
CRD#: 13755
RED BANK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
CS PLANNING CORP
AMY T. SHARP, CFP, LLC | WELLER CAPITAL | WEALTH & INCOME SOLUTIONS | W. O. STONE ADVISORS | VERTICAL ASCENT WEALTH MANAGEMENT | VALOR WEALTH PARTNERS | TRUE NORTH WEALTH ADVISORS | THIGPEN GROUP WEALTH ADVISORS | THE COLLINGWOOD GROUP | THAYER & CO. TOTAL WEALTH MANAGEMENT | TECHNICAL MNGT GP | TAO PRIVATE WEALTH | TANDEM ASSET MANAGEMENT | SYNERGY FINANCIAL | STRATEGIC FINANCIAL CONSULTANTS, INC. | SOCIETYHAG ADVISORS | SILVERLIGHT ASSET MANAGEMENT | SEVEN SUMMITS CAPITAL | SELTUN FINANCIAL GROUP | SAGACE WEALTH MANAGEMENT | RICHARDSON WEALTH MANAGEMENT | RENEE REKSC & ASSOCIATES | REDSTONE CAPITAL MANAGEMENT | PRESTIGE WORLDWIDE WEALTH PARTNERS, INC. | PRESTIGE WEALTH MANAGEMENT | PACIFIC NORTHWEST ADVISORY | OLYMPUS WEALTH MANAGEMENT | OAK & VINE WEALTH MANAGEMENT | NOBLE PRIVATE WEALTH | MORIN PRIVATE CLIENT GROUP | MJC PARTNERS | MILESTONE PRIVATE WEALTH MANAGEMENT | MERIDIAN WEALTH ALLIANCE | MEMBERS' WEALTH | MCDANIEL REGISTER ADVISORS | MCDANIEL & REGISTER | MAVERICK WEALTH SOLUTIONS LLC | MATTHEW FEVOLA WEALTH MANAGEMENT | LENOIR AND ASSOCIATES | KBR RETIREMENT AND INVESTMENT SOLUTIONS | KBA WEALTH MANAGEMENT GROUP | ILLUMINE WEALTH MANAGEMENT | ILLUMINE INVESTMENT MANAGEMENT | GUIDEPOINT PRIVATE WEALTH MANAGEMENT | FOUR POINTS WEALTH MANAGEMENT | FINANCIAL ALTERNATIVES | EVERGREEN WEALTH | CULTIVANT | CS PLANNING CORP | COVATO CAPITAL MANAGEMENT | COUGLAR WEALTH MANAGEMENT | CONSCIOUS CAPITAL ADVISORS | COMMON SENSE PORTFOLIOS | COLLINGWOOD WEALTH MANAGEMENT | CHINESE ABRAHAM INVESTMENT ADVISORS | CHANDLER WEALTH MANAGEMENT | CARAVELA | CAELESTIBUS WEALTH MANAGEMENT | BRANNING WEALTH MANAGEMENT | BRANDENBURG FINANCIAL SERVICES | BLUEWATER CAPITAL
CRD#: 149937 / SEC#: 801-70381
RIA
Registered Investment Advisory firm - (7/10/2009 Approved)Mississippi
Registered Investment Advisory firm - (12/23/2009 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Arizona(3/4/2015)
RR
Florida(3/4/2015)
RR
Nevada(3/17/2015)
RR
New Jersey(3/3/2015)
IAR
New Jersey(3/18/2024)
RR
New York(3/4/2015)
RR
Pennsylvania(3/4/2015)
RR
South Carolina(12/23/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CP
CS PLANNING CORP
AMY T. SHARP, CFP, LLC | WELLER CAPITAL | WEALTH & INCOME SOLUTIONS | W. O. STONE ADVISORS | VERTICAL ASCENT WEALTH MANAGEMENT | VALOR WEALTH PARTNERS | TRUE NORTH WEALTH ADVISORS | THIGPEN GROUP WEALTH ADVISORS | THE COLLINGWOOD GROUP | THAYER & CO. TOTAL WEALTH MANAGEMENT | TECHNICAL MNGT GP | TAO PRIVATE WEALTH | TANDEM ASSET MANAGEMENT | SYNERGY FINANCIAL | STRATEGIC FINANCIAL CONSULTANTS, INC. | SOCIETYHAG ADVISORS | SILVERLIGHT ASSET MANAGEMENT | SEVEN SUMMITS CAPITAL | SELTUN FINANCIAL GROUP | SAGACE WEALTH MANAGEMENT | RICHARDSON WEALTH MANAGEMENT | RENEE REKSC & ASSOCIATES | REDSTONE CAPITAL MANAGEMENT | PRESTIGE WORLDWIDE WEALTH PARTNERS, INC. | PRESTIGE WEALTH MANAGEMENT | PACIFIC NORTHWEST ADVISORY | OLYMPUS WEALTH MANAGEMENT | OAK & VINE WEALTH MANAGEMENT | NOBLE PRIVATE WEALTH | MORIN PRIVATE CLIENT GROUP | MJC PARTNERS | MILESTONE PRIVATE WEALTH MANAGEMENT | MERIDIAN WEALTH ALLIANCE | MEMBERS' WEALTH | MCDANIEL REGISTER ADVISORS | MCDANIEL & REGISTER | MAVERICK WEALTH SOLUTIONS LLC | MATTHEW FEVOLA WEALTH MANAGEMENT | LENOIR AND ASSOCIATES | KBR RETIREMENT AND INVESTMENT SOLUTIONS | KBA WEALTH MANAGEMENT GROUP | ILLUMINE WEALTH MANAGEMENT | ILLUMINE INVESTMENT MANAGEMENT | GUIDEPOINT PRIVATE WEALTH MANAGEMENT | FOUR POINTS WEALTH MANAGEMENT | FINANCIAL ALTERNATIVES | EVERGREEN WEALTH | CULTIVANT | CS PLANNING CORP | COVATO CAPITAL MANAGEMENT | COUGLAR WEALTH MANAGEMENT | CONSCIOUS CAPITAL ADVISORS | COMMON SENSE PORTFOLIOS | COLLINGWOOD WEALTH MANAGEMENT | CHINESE ABRAHAM INVESTMENT ADVISORS | CHANDLER WEALTH MANAGEMENT | CARAVELA | CAELESTIBUS WEALTH MANAGEMENT | BRANNING WEALTH MANAGEMENT | BRANDENBURG FINANCIAL SERVICES | BLUEWATER CAPITAL
CRD#: 149937 / SEC#: 801-70381
RIA
Registered Investment Advisory firm - (7/10/2009 Approved)Mississippi
Registered Investment Advisory firm - (12/23/2009 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3395 Sw Garden View Ave, Portland, OR 97225
Mailing Address
Phone number
(503) 292-5853
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (37 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 6,132 |
| AUM (Assets Under Management) | $ 1,266,223,484 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CS PLANNING CORP
CRD#: 149937Sea Girt, NJ 08750TRUST BUT VERIFY
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