Matthew D. Lafevre

PRECISION FINANCIAL SERVICES

Mine Hill, NJ 07803

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CRD#: 6496191

Professional summary

Matthew Derek Lafevre, CFP® is a registered financial advisor currently at PRECISION FINANCIAL SERVICES located in Mine Hill, New Jersey.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Matthew has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

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.

2015; PRECISION FINANCIAL SERVICES INC. - NON-VARIABLE INSURANCE DBA - INS TYPE: FIXED INSURANCE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Derek Lafevre'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: 2023

Experience

Current

February 7, 2017 - Present

PRECISION FINANCIAL SERVICES

Office #1: 350 Us Highway 46, Mine Hill, NJ 07803

RIA

CRD#: 147872

Mine Hill, NJ

Past

December 14, 2015 - January 3, 2017

LEIGH BALDWIN & CO., LLC

CRD#: 38751

Ledgewood, 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".

PRECISION FINANCIAL SERVICES

PFS PARTNERS LLC | PRECISION FINANCIAL SERVICES | PFS PARTNERS, LLC

CRD#: 147872 / SEC#: 801-77867

RIA

Registered Investment Advisory firm - (4/15/2013 Approved)

Colorado

Registered Investment Advisory firm - (4/16/2013 Terminated)

New Jersey

Registered Investment Advisory firm - (5/10/2013 Terminated)

New York

Registered Investment Advisory firm - (4/16/2013 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

New Jersey
(2/7/2017)

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: 8/2/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/3/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/14/2015

General Securities Representative Examination

Current Firm

PRECISION FINANCIAL SERVICES

PFS PARTNERS LLC | PRECISION FINANCIAL SERVICES | PFS PARTNERS, LLC

CRD#: 147872 / SEC#: 801-77867

RIA

Registered Investment Advisory firm - (4/15/2013 Approved)

Colorado

Registered Investment Advisory firm - (4/16/2013 Terminated)

New Jersey

Registered Investment Advisory firm - (5/10/2013 Terminated)

New York

Registered Investment Advisory firm - (4/16/2013 Terminated)

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Contact information

Main Address

350 Us Highway 46, Mine Hill, NJ 07803

Mailing Address

Phone number

(973) 927-6300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (9/16/2025)

PFS PARTNERS BROCHURE (9/16/2025)

Regulatory assets under management

Total Number of Accounts	1,302
AUM (Assets Under Management)	$ 367,739,053

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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Matthew D. Lafevre

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Derek Lafevre's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRECISION FINANCIAL SERVICES

LEIGH BALDWIN & CO., LLC

Primary Firm SEC Registration

PRECISION FINANCIAL SERVICES

State Registrations and Notice Filings

Exams

Series 66

Date: 8/2/2016

SIE

Date: 1/3/2017

Series 7

Date: 12/14/2015

Current Firm

PRECISION FINANCIAL SERVICES

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRECISION FINANCIAL SERVICES

TRUST BUT VERIFY

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