Matthew E. Barrovecchio

CHRISTIAN FINANCIAL ADVISORS

Odessa, FL

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CRD#: 4786461

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Barrovecchio

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.

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Edwin Barrovecchio'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®

CFP^®

Certified Financial Planner

Experience

Current

February 9, 2024 - Present

CHRISTIAN FINANCIAL ADVISORS

RIA

CRD#: 165811

Odessa, FL

Past

May 22, 2017 - February 6, 2024

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

CHARLOTTE, NC

Past

November 3, 2004 - February 6, 2024

VANGUARD MARKETING CORPORATION

CRD#: 7452

CHARLOTTE, NC

Past

July 7, 2004 - September 25, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

WEST CHESTER, PA

Past

July 7, 2004 - September 25, 2004

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 7, 2004 - September 25, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

CHRISTIAN FINANCIAL ADVISORS

CRD#: 165811 / SEC#: 801-120305

RIA

Registered Investment Advisory firm - (2/10/2021 Approved)

California

Registered Investment Advisory firm - (3/13/2021 Terminated)

Colorado

Registered Investment Advisory firm - (2/26/2021 Terminated)

Maryland

Registered Investment Advisory firm - (5/1/2020 Terminated)

Texas

Registered Investment Advisory firm - (2/11/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Florida
(2/20/2024)

IAR

Texas
(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

State Security Law Exam

IAR

Series 66

Date: 5/17/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/6/2004

General Securities Representative Examination

Current Firm

CHRISTIAN FINANCIAL ADVISORS

CRD#: 165811 / SEC#: 801-120305

RIA

Registered Investment Advisory firm - (2/10/2021 Approved)

California

Registered Investment Advisory firm - (3/13/2021 Terminated)

Colorado

Registered Investment Advisory firm - (2/26/2021 Terminated)

Maryland

Registered Investment Advisory firm - (5/1/2020 Terminated)

Texas

Registered Investment Advisory firm - (2/11/2021 Terminated)

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Contact information

Main Address

130 River Chase Way Suite B, New Braunfels, TX 78132

Mailing Address

Phone number

(830) 609-6986

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	901
AUM (Assets Under Management)	$ 187,693,592

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.

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Firm Stability Insights

Matthew E. Barrovecchio

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Edwin Barrovecchio's CRS (Customer Relationship Summary).

Certified licenses

Experience

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

CHRISTIAN FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 5/17/2004

SIE

Date: 10/1/2018

Series 7

Date: 7/6/2004

Current Firm

CHRISTIAN FINANCIAL ADVISORS

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHRISTIAN FINANCIAL ADVISORS

TRUST BUT VERIFY

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