Matthew E Stendardi
Investment adviser representative at Cfm Advisors Inc
10 yearsExperience
3 statesRegistered in
$202.7MFirm assets
26 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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Cfm Advisors, Inc.Mar 2025 to now
- UBS Financial Services InNov 2018 to Mar 2025
- Paychex Securities CorporationJun 2016 to Nov 2018
- Paychex, Inc.Jun 2016 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 3 states (CT, NY, TX).
Cfm Advisors Inc
$202.7MAssets managed
216Clients
5Advisers
26 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
- 6653266
- Firm CRD
- 111581