Matthew P. Lubatty

CAPITAL INSIGHT PARTNERS

Scottsdale, AZ 85255

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CRD#: 7260140

Professional summary

Matthew Phillip Lubatty, who also goes by Matthew Lubatty, Matt Lubatty, is a registered financial advisor currently at CAPITAL INSIGHT PARTNERS, LLC located in Scottsdale, Arizona.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Matthew has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Lubatty | Matt Lubatty

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.

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Phillip Lubatty'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

November 4, 2024 - Present

CAPITAL INSIGHT PARTNERS, LLC

Office #1: 7328 East Deer Valley Road Suite 105, Scottsdale, AZ 85255

RIA

CRD#: 147165

Scottsdale, AZ

Past

July 31, 2024 - October 8, 2024

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

Scottsdale, AZ

Past

August 25, 2021 - October 8, 2024

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

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".

CAPITAL INSIGHT PARTNERS, LLC

CRD#: 147165 / SEC#: 801-69421

RIA

Registered Investment Advisory firm - (7/14/2008 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

Arizona
(11/4/2024)

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: 7/25/2024

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/11/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/25/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/22/2021

Securities Industry Essentials Examination

Current Firm

CAPITAL INSIGHT PARTNERS, LLC

CRD#: 147165 / SEC#: 801-69421

RIA

Registered Investment Advisory firm - (7/14/2008 Approved)

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Contact information

Main Address

7328 East Deer Valley Road Suite 105, Scottsdale, AZ 85255

Mailing Address

Phone number

(480) 295-7070

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 - APPENDIX 1 - WRAP (3/14/2025)

ADV PART 2 - NON-WRAP (3/14/2025)

Regulatory assets under management

Total Number of Accounts	993
AUM (Assets Under Management)	$ 829,630,377

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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Advisor Monitoring

Firm Stability Insights

Matthew P. Lubatty

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Phillip Lubatty's CRS (Customer Relationship Summary).

Certified licenses

Experience

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

CAPITAL INSIGHT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/25/2024

Series 63

Date: 10/11/2021

Series 7TO

Date: 8/25/2021

SIE

Date: 6/22/2021

Current Firm

CAPITAL INSIGHT PARTNERS, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAPITAL INSIGHT PARTNERS, LLC

TRUST BUT VERIFY

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