Matthew J. Santarsiero

INVST

Red Bank, NJ 07701

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CRD#: 6236983

Professional summary

Matthew J Santarsiero, CFP® is a registered financial advisor currently at INVST, LLC located in Red Bank, New Jersey.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Matthew has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

What is your minimum asset requirement?

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.

1) 10/25/2016 - Independent Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 9/6/2016 - 160 hr mth

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew J Santarsiero'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

Start date: 2019

Experience

Current

March 30, 2023 - Present

INVST, LLC

Office #1: 11 Wharf Avenue. Suite 4, Red Bank, NJ 07701

RIA

CRD#: 282863

Red Bank, NJ

Past

September 27, 2017 - March 24, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

WALL, NJ

Past

February 24, 2017 - March 24, 2023

LPL FINANCIAL LLC

CRD#: 6413

WALL, 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".

INVST, LLC

CRD#: 282863 / SEC#: 801-107265

RIA

Registered Investment Advisory firm - (2/16/2016 Approved)

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
(3/30/2023)

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: 11/10/2016

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: 2/24/2017

General Securities Representative Examination

Current Firm

INVST, LLC

CRD#: 282863 / SEC#: 801-107265

RIA

Registered Investment Advisory firm - (2/16/2016 Approved)

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Contact information

Main Address

3625 E 96th St, Indianapolis, IN 46240

Mailing Address

Phone number

(317) 202-1891

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A FOR LEVINE FINANCIAL GROUP (6/11/2025)

ADV PART 2A BROCHURE INVST LLC (6/11/2025)

ADV PART 2A FOR TOMORO (6/11/2025)

Regulatory assets under management

Total Number of Accounts	6,777
AUM (Assets Under Management)	$ 1,786,624,623

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Matthew J. Santarsiero

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew J Santarsiero's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVST, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

INVST, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/10/2016

SIE

Date: 10/1/2018

Series 7

Date: 2/24/2017

Current Firm

INVST, LLC

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INVST, LLC

TRUST BUT VERIFY

Contact information

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