MS
Matthew P. Sottile
BRAVIAS FINANCIAL
Iselin, NJ 08830
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CRD#: 4774814
MS
Professional summary
Matthew Peter Sottile is a registered financial advisor currently at BRAVIAS FINANCIAL located in Iselin, New Jersey.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Matthew has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Separately licensed as an independent insurance agent. In this capacity, the IAR can effect transactions in insurance products for clients and earn commissions for these activities. Mr. Sottile is the owner of Wall Street Chef, where he occasionally does catering and chef work and is also the President of Cor8Life, a food products company. Wall Street Chef ?whether the business is investment-related - No ?the address of the other business - 51 Alder Drive, Ramsey NJ 07446 ?the nature of the other business - Catering / private chef ?your position - Owner ?title, or relationship with the other business - Principal owner ?the start date of your relationship - June 2008 ?the approximate number of hours/month you devote to the other business - 5 ?the number of hours you devote to the other business during securities trading hours - 0 ?and briefly describe your duties relating to the other business - private chef work and meal prep on weekends Cor8Life ?whether the business is investment-related - No ?the address of the other business - 51 Alder Drive, Ramsey NJ 07446 ?the nature of the other business - Organic food product and recipe test ?your position - Owner ?title, or relationship with the other business - Owner ?the start date of your relationship - June 2018 ?the approximate number of hours/month you devote to the other business - 5 ?the number of hours you devote to the other business during securities trading hours - 0 ?and briefly describe your duties relating to the other business - when jobs arise that require recipe-testing I work weekends to complete tasks
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Peter Sottile'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
December 18, 2018 - Present
BRAVIAS FINANCIAL
Office #1: 33 Wood Avenue South 6th Floor, Iselin, NJ, 08830RIA
CRD#: 289589
Iselin, NJ
Past
May 4, 2018 - August 20, 2018
SPIRIT OF AMERICA MANAGEMENT CORP
RIA
CRD#: 110023
Teaneck, NJ
Past
April 16, 2004 - August 20, 2018
DAVID LERNER ASSOCIATES, INC.
BD
CRD#: 5397
TEANECK, 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".
BF
BRAVIAS FINANCIAL
BRAVIAS CAPITAL GROUP, LLC | BRAVIAS FINANCIAL
CRD#: 289589 / SEC#: 801-128383
RIA
Registered Investment Advisory firm - (7/21/2023 Approved)California
Registered Investment Advisory firm - (8/31/2023 Terminated)Florida
Registered Investment Advisory firm - (8/1/2023 Terminated)Georgia
Registered Investment Advisory firm - (8/3/2023 Terminated)New Jersey
Registered Investment Advisory firm - (8/10/2023 Terminated)New Mexico
Registered Investment Advisory firm - (8/1/2023 Terminated)New York
Registered Investment Advisory firm - (8/1/2023 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/7/2023 Terminated)Texas
Registered Investment Advisory firm - (8/1/2023 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.Highlighted states indicate IAR registrations
IAR
New Jersey(12/18/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BF
BRAVIAS FINANCIAL
BRAVIAS CAPITAL GROUP, LLC | BRAVIAS FINANCIAL
CRD#: 289589 / SEC#: 801-128383
RIA
Registered Investment Advisory firm - (7/21/2023 Approved)California
Registered Investment Advisory firm - (8/31/2023 Terminated)Florida
Registered Investment Advisory firm - (8/1/2023 Terminated)Georgia
Registered Investment Advisory firm - (8/3/2023 Terminated)New Jersey
Registered Investment Advisory firm - (8/10/2023 Terminated)New Mexico
Registered Investment Advisory firm - (8/1/2023 Terminated)New York
Registered Investment Advisory firm - (8/1/2023 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/7/2023 Terminated)Texas
Registered Investment Advisory firm - (8/1/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
33 Wood Avenue South 6th Floor, Iselin, NJ, 08830
Mailing Address
Phone number
(732) 702-2600
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 817 |
| AUM (Assets Under Management) | $ 180,966,145 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
