Matthew Edwin Barrovecchio
CFP®Professional Summary
Matthew Edwin Barrovecchio, CFP®, who also goes by Matt Barrovecchio, is a registered financial advisor currently at CHRISTIAN FINANCIAL ADVISORS located in Odessa, Florida. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Matthew has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matt Barrovecchio
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
22 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CHRISTIAN FINANCIAL ADVISORS | ROBERT N. BARBER D/B/A CHRISTIAN INVESTMENT ADVISORS | ROBERT N. BARBER | CIS WEALTH MANAGEMENT GROUP | CHRISTIAN INVESTMENT ADVISORS, INC. | CHRISTIAN INVESTMENT ADVISORS
Contact Information
Main Address
130 River Chase Way Suite B, New Braunfels, TX 78132Phone Number
(830) 609-6986# of Employees
9SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
938AUM (Assets Under Management)
$218,723,686Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
CHRISTIAN FINANCIAL ADVISORS | ROBERT N. BARBER D/B/A CHRISTIAN INVESTMENT ADVISORS | ROBERT N. BARBER | CIS WEALTH MANAGEMENT GROUP | CHRISTIAN INVESTMENT ADVISORS, INC. | CHRISTIAN INVESTMENT ADVISORS
State Registrations and Notice Filings
(2/20/2024)
(2/9/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew Edwin Barrovecchio's CRS (Customer Relationship Summary).
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