Matthew Derek Lafevre
Investment adviser representative at Precision Financial Services
1 yearExperience
1 stateRegistered in
CFP® certificationDesignation
$435.6MFirm assets
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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
- Pension consulting
Experience
1 year in the industry.
- Precision Financial ServicesMay 2015 to now
- Pfs Partners, LLCMay 2015 to now
- Leigh Baldwin & Co., LLCDec 2015 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Precision Financial Services
Legal name: Pfs Partners, LLC
$435.6MAssets managed
528Clients
10Advisers
13 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
- 6496191
- Firm CRD
- 147872