Matthew A Stallone
Investment adviser representative at Relation Wealth Management, Inc.
10 yearsExperience
1 stateRegistered in
$541.2MFirm assets
2 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.
- Relation Wealth Management, Inc.Apr 2026 to now
- Morgan Stanley Smith Barney LLCJan 2022 to Apr 2026
- Northwestern Mutual Investment Services LLCDec 2018 to Jan 2022
- CiscoJun 2016 to Jan 2022
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CO).
Relation Wealth Management, Inc.
$541.2MAssets managed
126Clients
6Advisers
2 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
- 7051217
- Firm CRD
- 329961