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.

Current firm

RELATION WEALTH MANAGEMENT, INC.

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

May 9, 2022

First registration

May 9, 2022

Dual registered

no

Other names

Matthew A Stallone|Matthew A Stallone|MATTHEW A STALONE

IAPD individual key

7051217

• Occurred

  Apr 17, 2026
  Advisor changed firm

  Matthew A Stallone left Morgan Stanley for Relation Wealth Management, Inc. (registered 2026-05-06)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fcbf8fdf-cd62-9ab9-aff8-301bd0cdea7a

First observed

May 9, 2022

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.