DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Matthew John Fevola
Feed of 09/14/2026
Also filed as Matt John Fevola
At current firm
0 y
since May 29, 2026
In the industry
21 y
since Mar 4, 2005 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Advisory Solutions Group independent RIA currentsince May 29, 2026 · Plymouth, Mn
- Cs Planning Corp independent RIAMar 18, 2024 to Jun 2, 2026 · Portland, Or
- Stark Financial Advisers, Inc. formerMar 23, 2022 to Dec 31, 2022 · Okeechobee, Fl
- Stark Financial Advisers, Inc. formerJun 25, 2015 to May 22, 2020 · Toms River, Nj
- Osaic Wealth, Inc. BD affiliatedNov 30, 2010 to Mar 6, 2015 · Belmar, Nj
- Td Wealth Management Services Inc. unclassifiedMar 12, 2008 to Feb 23, 2009 · Toms River, Nj
Moves
a registration end followed by a registration begin elsewhere
- Cs Planning Corp to Advisory Solutions Groupleft Jun 2, 2026, registered May 29, 2026 (-4 days) · RIA to RIA
- Stark Financial Advisers, Inc. to Cs Planning Corpleft Dec 31, 2022, registered Mar 18, 2024 (443 days) · RIA to RIA
- Osaic Wealth, Inc. to Stark Financial Advisers, Inc.left Mar 6, 2015, registered Jun 25, 2015 (111 days) · Other
- Td Wealth Management Services Inc. to Osaic Wealth, Inc.left Feb 23, 2009, registered Nov 30, 2010 (645 days) · Other
Signals
- Matthew John Fevola left Cs Planning Corp for Advisory Solutions Group (registered 2026-05-29)Jun 2, 2026 · Advisor changed firm · fact
- Matthew John Fevola left Stark Financial Advisers, Inc. for Cs Planning Corp (registered 2024-03-18)Dec 31, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address