Matthew Defelice
Matthew Defelice is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Fairfield, NJ, with 33 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
375 Passaic Ave, Fairfield, NJ, 07004
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Regulatory History
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 ActivitiesSells Insurance
Matthew is an insurance agent selling life, disability, and long-term care insurance, dedicating about a quarter of his time to this. He is also an employee of US Financial Services, LLC, working full-time as a financial advisor and insurance producer, and an Investment Advisor Representative with Kestra Advisory Services, LLC.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Kestra Investment Services, LLC
Previous Registrations
NFP Advisor Services, LLC
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Weatherly Securities CorporationBroker
Tasin & Company, INC.Broker
Robert Todd Financial CORP.Broker
State Registrations31 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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