Steven Vincent Mattus
Investment adviser representative at Sigfig Wealth Management LLC
10 yearsExperience
1 stateRegistered in
$3.6BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Sigfig Wealth Management LLCSep 2023 to now
- Nvest, Inc. (sigfig Wealth Management LLC)Jul 2023 to now
- Not EmployedApr 2023 to Jul 2023
- UBS Financial Services Inc.Aug 2019 to Mar 2023
- Deutsche Bank Trust Company Americas (affiliate of Dbsi)Mar 2019 to Jul 2019
- Deutsche Bank Securities, Inc.Jun 2016 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (CT).
Sigfig Wealth Management LLC
$3.6BAssets managed
106,361Clients
4Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2398166
- Firm CRD
- 158823