Matthew John Civello
Investment adviser representative at Headinvest
13 yearsExperience
1 stateRegistered in
$891.8MFirm assets
20 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- HeadinvestJun 2024 to now
- UnemployedJan 2024 to Jun 2024
- Cambridge Investment Research Advisors, Inc.Mar 2023 to Jan 2024
- Cambridge Investment Research, Inc.Mar 2023 to Jan 2024
- Pension ProfessionalsMar 2023 to Jan 2024
- Hm Payson CoSep 2021 to Aug 2022
- Fidelity Personal and Workplace AdvisorsJul 2018 to Mar 2023
- Fidelity InvestmentsJan 2013 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (ME).
Headinvest
Legal name: Headinvest, LLC
$891.8MAssets managed
445Clients
7Advisers
20 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
- 6160969
- Firm CRD
- 140518