Matthew E. Stendardi

CFM ADVISORS

STAMFORD, CT

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CRD#: 6653266

Professional summary

Matthew E Stendardi, who also goes by Matthew Stendardi, Matthew Edward Stendardi, is a registered financial advisor currently at CFM ADVISORS INC located in Stamford, Connecticut.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Matthew has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Stendardi | Matthew Edward Stendardi

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.

Sterling Farms Men's Golf Club / 1349 Newfield AveStamford, CTUnited States06905 / Sport & Leisure Facilities / a recreational golf league at a local public golf course / Manage golf events for 300 members of the local club / Voting member of Board of Directors, member of the Member/Member planning committee / Member of Board of directors / Start Date: 4/28/2022

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew E Stendardi'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®

None

Experience

Current

March 12, 2025 - Present

CFM ADVISORS INC

Office #2: 1373 Veterans Highway Suite 10, Hauppauge, NY 11788

RIA

CRD#: 111581

STAMFORD, CT

Past

February 21, 2019 - March 20, 2025

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

WESTPORT, CT

Past

December 19, 2018 - March 20, 2025

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WESTPORT, CT

Past

June 23, 2016 - November 26, 2018

PAYCHEX SECURITIES CORPORATION

CRD#: 39733

ROCHESTER, NY

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".

CFM ADVISORS INC

CCG INVESTMENTS | CFM ADVISORS INC

CRD#: 111581 / SEC#: 801-56891

RIA

Registered Investment Advisory firm - (10/25/1999 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

Connecticut
(3/12/2025)

IAR

New York
(3/23/2025)

IAR

Texas
(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 65

Date: 2/21/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/2/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/24/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/23/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CFM ADVISORS INC

CCG INVESTMENTS | CFM ADVISORS INC

CRD#: 111581 / SEC#: 801-56891

RIA

Registered Investment Advisory firm - (10/25/1999 Approved)

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Contact information

Main Address

1373 Veterans Highway Suite 10, Hauppauge, NY 11788

Mailing Address

Phone number

(631) 657-2135

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV (FIRM BROCHURE) (2/27/2025)

Regulatory assets under management

Total Number of Accounts	2,081
AUM (Assets Under Management)	$ 3,492,215,000

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Matthew E. Stendardi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew E Stendardi's CRS (Customer Relationship Summary).

Certified licenses

Experience

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

PAYCHEX SECURITIES CORPORATION

Primary Firm SEC Registration

CFM ADVISORS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/21/2019

Series 63

Date: 8/2/2016

Series 7TO

Date: 1/24/2019

SIE

Date: 10/1/2018

Series 6

Date: 6/23/2016

Current Firm

CFM ADVISORS INC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CFM ADVISORS INC

TRUST BUT VERIFY

Contact information

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