Matthew John Stevens
Investment adviser representative at Integra Global Advisors LLC
14 yearsExperience
1 stateRegistered in
$684.1MFirm assets
9 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Integra Global Advisors LLCMay 2024 to now
- Transamerica Capital Inc.Sep 2022 to Mar 2024
- Assetmark IncAug 2022 to Sep 2022
- UnemployedJun 2022 to Aug 2022
- Northern Lights Distributors, LLCJul 2021 to Jun 2022
- New Age Alpha Advisors, LLCFeb 2021 to Jun 2022
- Belle Haven Investments, LPOct 2012 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CT).
Integra Global Advisors LLC
$684.1MAssets managed
52Clients
5Advisers
9 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
- 5956019
- Firm CRD
- 288511