Matthew T. Stonich

RANGE ADVISORY | Planning Consultant

Bellevue, WA 98004

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CRD#: 7155169

Professional summary

Matthew Thomas Stonich, who also goes by Matthew T Stonich, is a registered financial advisor currently at RANGE ADVISORY, LLC located in Bellevue, Washington.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Matthew has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Biography

I am passionate about my role as a planning consultant. I work hard to gain trust  and enjoy building long standing relationships with my clients. It is my goal to provide genuine guidance and help each client make the most of the resources available here at Fidelity

Aliases

Matthew T Stonich

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 Matthew Thomas Stonich'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

Education

University of Arizona

Master of Business Administration (MBA) - Finance

2018

Washington State University

Bachelor of Science (BS) - Forestry

2011

Experience

Current

August 28, 2026 - Present

RANGE ADVISORY, LLC

Office #1: 411 108th Ave Ne Suite 650, Bellevue, WA 98004

RIA

CRD#: 321969

Bellevue, WA

Past

March 31, 2025 - July 14, 2026

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

SEATTLE, WA

Past

February 4, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

REDMOND, WA

Past

October 8, 2019 - July 14, 2026

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SEATTLE, WA

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".

RANGE ADVISORY, LLC

PYLON INC | RANGE FINANCE, INC. | RANGE ADVISORY, LLC

CRD#: 321969 / SEC#: 801-125927

RIA

Registered Investment Advisory firm - (6/23/2022 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

California
(8/31/2026)

IAR

Idaho
(8/28/2026)

IAR

Montana
(9/2/2026)

IAR

New York
(8/28/2026)

IAR

Oregon
(8/30/2026)

IAR

Pennsylvania
(8/31/2026)

IAR

Texas
(8/28/2026)

IAR

Virginia
(9/1/2026)

IAR

Washington
(8/28/2026)

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: 1/11/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/13/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/8/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/20/2019

Securities Industry Essentials Examination

Current Firm

RANGE ADVISORY, LLC

PYLON INC | RANGE FINANCE, INC. | RANGE ADVISORY, LLC

CRD#: 321969 / SEC#: 801-125927

RIA

Registered Investment Advisory firm - (6/23/2022 Approved)

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Contact information

Main Address

8270 Greensboro Drive Suite 910, Mclean, VA 22102

Mailing Address

440 Monticello Ave Ste 1802 Pmb 32321, Norfolk, VA 23510-2670

Phone number

(703) 261-4126

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RANGE ADVISORY ADV BROCHURE MARCH 2026 (3/20/2026)

Regulatory assets under management

Total Number of Accounts	3,788
AUM (Assets Under Management)	$ 653,945,567

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

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Advisor Monitoring

Firm Stability Insights

Matthew T. Stonich

Professional summary

At a Glance

Biography

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Thomas Stonich's CRS (Customer Relationship Summary).

Certified licenses

Education

University of Arizona

Washington State University

Experience

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

RANGE ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/11/2021

Series 63

Date: 3/13/2020

Series 7TO

Date: 10/8/2019

SIE

Date: 8/20/2019

Current Firm

RANGE ADVISORY, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RANGE ADVISORY, LLC

TRUST BUT VERIFY

Contact information

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