MS
MS

Matthew Ds Staffieri

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
671 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$710.7M

Fee Structure

Loading...

Location

1 N. Macdonald, Suite 201, Mesa, AZ, 85201

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Matthew is the President of Artegius Capital, Inc., an investment firm, since 2022. He dedicates about 10-20% of his time to fund management, with all hours during trading hours.

Employment History
Current Registrations
Rovin Capital
April 2014 - Present · 11 yrs 10 mos
Previous Registrations
First Allied Advisory Services, INC.
November 2013 - May 2017 · 3 yrs 6 mos
First Allied Securities, INC.Broker
June 2013 - May 2017 · 3 yrs 11 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.
Matthew Ds Staffieri - Financial Advisor | TrueAdvisor