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RIA / WealthAdvisorPersonal Financial Specialist17 years in industry

MATTHEW VASSAR PIERCE

Advisor at KASTEL CAPITAL ADVISORS, LLC

WELLESLEY, MA | Dover, MA

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Search this name across graphsid dfx:ria:bc86579d-9f76-095d-fedd-c2fc8a113c36

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Dec 5, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KASTEL CAPITAL ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 5, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Personal Financial Specialist
First registration: Dec 5, 2008
Dual registered: no
IAPD individual key: 4726664

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KASTEL CAPITAL ADVISORS, LLC	Independent wealth	Apr 14, 2020	n/a	yes	Dover, MA\|WELLESLEY, MA	Current employment
ASSET STRATEGY ADVISORS, LLC	Mixed wealth	May 20, 2015	Oct 19, 2017	no	NATICK, MA\|WAYLAND, MA	Previous registration
ASSET STRATEGY CONSULTANTS LLC	Institutional manager	Jan 8, 2013	Nov 20, 2013	no	NATICK, MA	Previous registration
ISLAND LIGHT CAPITAL	n/a	Apr 24, 2012	Aug 27, 2022	no	DOVER, MA	Previous registration
NEW FRONTIER ADVISORS, LLC	Asset manager	Jan 6, 2009	Dec 31, 2015	no	BOSTON, MA	Previous registration
NEW FRONTIER ADVISORS, LLC	Former SEC adviser	Jan 5, 2009	Dec 31, 2015	no	BOSTON, MA	Previous registration
NEW FRONTIER ADVISORS, LLC	Asset manager	Dec 5, 2008	Dec 5, 2008	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ISLAND LIGHT CAPITAL	ASSET STRATEGY CONSULTANTS LLC	Aug 27, 2022	Jan 8, 2013	-3,518	Firm change after gap	Other
ASSET STRATEGY ADVISORS, LLC	KASTEL CAPITAL ADVISORS, LLC	Oct 19, 2017	Apr 14, 2020	908	Firm change after gap	Other
NEW FRONTIER ADVISORS, LLC	NEW FRONTIER ADVISORS, LLC	Dec 31, 2015	Jan 6, 2009	-2,550	Channel change	Other
NEW FRONTIER ADVISORS, LLC	ISLAND LIGHT CAPITAL	Dec 31, 2015	Apr 24, 2012	-1,346	Firm change after gap	Other
ASSET STRATEGY CONSULTANTS LLC	ASSET STRATEGY ADVISORS, LLC	Nov 20, 2013	May 20, 2015	546	Firm change after gap	Other
NEW FRONTIER ADVISORS, LLC	NEW FRONTIER ADVISORS, LLC	Dec 5, 2008	Jan 5, 2009	31	Channel change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
129121:147181:MA:2015-12-31	Dec 31, 2015	Jan 6, 2009	BOSTON, MA	Firm change after gap

Relationships

Registered with (6)

→ KASTEL CAPITAL ADVISORS, LLCRegistered adviserregistration: current employment
Apr 14, 2020 to presentfactForm ADV
→ ISLAND LIGHT CAPITALRegistered adviserregistration: previous registration
Apr 24, 2012 to Aug 27, 2022factForm ADV
→ ASSET STRATEGY ADVISORS, LLCRegistered adviserregistration: previous registration
May 20, 2015 to Oct 19, 2017factForm ADV
→ NEW FRONTIER ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 5, 2009 to Dec 31, 2015factForm ADV
→ NEW FRONTIER ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 6, 2009 to Dec 31, 2015factForm ADV
→ ASSET STRATEGY CONSULTANTS LLCRegistered adviserregistration: previous registration
Jan 8, 2013 to Nov 20, 2013factForm ADV

Dated events

Occurred
Aug 27, 2022
Advisor changed firm
Matthew Vassar Pierce left Island Light Capital for Asset Strategy Consultants Llc (registered 2013-01-08)
Form ADVobserved 5 days ago