Matthew J. Dellovo
Professional summary
Matthew James Dellovo, who also goes by Mateo James Dellovo, Mateo Dellovo, is a registered financial advisor currently at BFA WEALTH MANAGEMENT located in Boca Raton, Florida.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Matthew has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew James Dellovo's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 24, 2015 - Present
BFA WEALTH MANAGEMENT
Office #1: 3013 Yamato Rd Suite B12 121, Boca Raton, FL 33434May 28, 2014 - June 1, 2015
FERRIS CAPITAL, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/6/2017)
(5/5/2017)
(6/24/2015)
Current Firm
BFA WEALTH MANAGEMENT
CRD#: 241793 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 56 |
| AUM (Assets Under Management) | $ 12,300,000 |
Red Flags
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Company Information
BFA WEALTH MANAGEMENT
CRD#: 241793Boca Raton, FL 33434TRUST BUT VERIFY
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