Matthew D. Nadeau

BARZIDEH & NADEAU WEALTH MANAGEMENT LLC

BARRINGTON, IL 60010

Some features on this profile are disabled

CRD#: 4975004

Professional summary

Matthew David Nadeau, CFA, who also goes by Matt Nadeau, is a registered financial advisor currently at BARZIDEH & NADEAU WEALTH MANAGEMENT LLC located in Barrington, Illinois.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Matthew has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Nadeau

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.

APOLLON WEALTH MANAGEMENT; INVESTMENT RELATED; 1531 S Grove Ave #206, Barrington, IL 60010; WEALTH MANAGEMENT (RIA); WEALTH ADVISOR; FULL TIME Piershale Wealth Management Holdings LLC; Entity for Business Operations; Holding Company for managing revenue and expenses for securities business activity. | No securities business is conducted through this entity, this services solely as a holding company.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Nadeau'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®

CFA

Chartered Financial Analyst

Experience

Current

March 12, 2025 - Present

BARZIDEH & NADEAU WEALTH MANAGEMENT LLC

Office #1: 303 E. Main St. #102, Barrington, IL 60010

RIA

CRD#: 334876

BARRINGTON, IL

Past

June 29, 2023 - February 7, 2025

APOLLON WEALTH MANAGEMENT, LLC

RIA

CRD#: 291902

Barrington, IL

Past

August 3, 2011 - September 26, 2023

PIERSHALE FINANCIAL GROUP, INC.

RIA

CRD#: 156862

BARRINGTON, IL

Past

April 29, 2011 - February 26, 2018

TRIAD ADVISORS LLC

CRD#: 25803

CRYSTAL LAKE, IL

Past

January 2, 2009 - May 2, 2011

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

CRYASTAL LAKE, IL

Past

June 24, 2008 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

CRYASTAL LAKE, IL

Past

June 17, 2008 - May 2, 2011

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

CRYASTAL LAKE, IL

Past

March 11, 2008 - May 5, 2008

MORGAN STANLEY & CO. LLC

CRD#: 8209

RIVERWOODS, IL

Past

April 7, 2006 - December 11, 2007

E*TRADE SECURITIES LLC

CRD#: 29106

SANDY, UT

Past

September 27, 2005 - February 15, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

MIDVALE, UT

Past

September 12, 2005 - February 15, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 12, 2005 - February 15, 2006

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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

Illinois
(3/12/2025)

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: 9/26/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/26/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/9/2005

General Securities Representative Examination

Current Firm

BARZIDEH & NADEAU WEALTH MANAGEMENT LLC

CRD#: 334876 / SEC#: 801-132162

RIA

Registered Investment Advisory firm - (7/30/2025 Terminated)

Illinois

Registered Investment Advisory firm - (7/28/2025 Approved)

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).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

303 E. Main St. #102, Barrington, IL 60010

Mailing Address

Phone number

(847) 780-2980

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	243
AUM (Assets Under Management)	$ 44,594,000

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.

Similar Advisors

Allison Moran

ONEAMERICA SECURITIES, INC.

Lincolnshire, IL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew D. Nadeau

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Nadeau's CRS (Customer Relationship Summary).

Certified licenses

Experience

APOLLON WEALTH MANAGEMENT, LLC

PIERSHALE FINANCIAL GROUP, INC.

TRIAD ADVISORS LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

MORGAN STANLEY & CO. LLC

E*TRADE SECURITIES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/26/2005

SIE

Date: 2/26/2018

Series 7

Date: 9/9/2005

Current Firm

BARZIDEH & NADEAU WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BARZIDEH & NADEAU WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

Similar Advisors