Anthony W. Matteo

SAGEVEST WEALTH MANAGEMENT

Mclean, VA 22101

Some features on this profile are disabled

CRD#: 6809446

Professional summary

Anthony Walter Matteo, CFP®, who also goes by Anthony Matteo, is a registered financial advisor currently at SAGEVEST WEALTH MANAGEMENT located in Mclean, Virginia.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Anthony has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anthony Matteo

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Walter Matteo'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: 2021

Experience

Current

September 7, 2019 - Present

SAGEVEST WEALTH MANAGEMENT

Office #1: 1320 Old Chain Bridge Rd Suite 250, Mclean, VA 22101

RIA

CRD#: 143562

Mclean, VA

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".

SAGEVEST WEALTH MANAGEMENT

SAGE FINANCIAL MANAGEMENT GROUP, INC. | SAGEVEST WEALTH MANAGEMENT

CRD#: 143562 / SEC#: 801-67703

RIA

Registered Investment Advisory firm - (3/30/2007 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

Virginia
(9/7/2019)

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: 9/7/2019

Uniform Investment Adviser Law Examination

Current Firm

SAGEVEST WEALTH MANAGEMENT

SAGE FINANCIAL MANAGEMENT GROUP, INC. | SAGEVEST WEALTH MANAGEMENT

CRD#: 143562 / SEC#: 801-67703

RIA

Registered Investment Advisory firm - (3/30/2007 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1320 Old Chain Bridge Road Suite 250, Mclean, VA 22101

Mailing Address

Phone number

(703) 992-7650

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/21/2025)

Regulatory assets under management

Total Number of Accounts	534
AUM (Assets Under Management)	$ 358,501,012

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.

Similar Advisors

Raylonte Roach

EAGLE STRATEGIES LLC

IAR

BETHESDA, MD

Matthew Halverson

MORGAN STANLEY

IAR

Washington, DC

Erin Caines

EAGLE STRATEGIES LLC

IAR

DERWOOD, MD

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Anthony W. Matteo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Walter Matteo's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAGEVEST WEALTH MANAGEMENT

Primary Firm SEC Registration

SAGEVEST WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 9/7/2019

Current Firm

SAGEVEST WEALTH MANAGEMENT

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAGEVEST WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors