Matthew J. Stevens
Professional summary
Matthew John Stevens, who also goes by Matt Stevens, Matthew J Stevens, Matthew John Stevens, Matthew Stevens, is a registered financial advisor currently at INTEGRA GLOBAL ADVISORS LLC located in Stamford, Connecticut.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Matthew has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew John Stevens's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 3, 2025 - Present
INTEGRA GLOBAL ADVISORS LLC
Office #1: 281 Tresser Boulevard - Suite 401, Stamford, CT 06901September 27, 2022 - March 22, 2024
TRANSAMERICA CAPITAL, LLC
July 14, 2021 - June 30, 2022
NORTHERN LIGHTS DISTRIBUTORS, LLC
June 20, 2021 - July 12, 2022
NEW AGE ALPHA
December 21, 2020 - February 10, 2021
BELLE HAVEN INVESTMENTS, L.P.
November 13, 2012 - February 10, 2021
BELLE HAVEN INVESTMENTS, L.P.
Primary Firm SEC Registration
INTEGRA GLOBAL ADVISORS LLC
CRD#: 288511 / SEC#: 801-110720
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/3/2025)
Exams
Current Firm
INTEGRA GLOBAL ADVISORS LLC
CRD#: 288511 / SEC#: 801-110720
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 102 |
| AUM (Assets Under Management) | $ 562,649,670 |
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.
