Matthew Belfanti
Matthew Belfanti is a registered investment advisor at Rockefeller Capital Management, based in Newport Beach, CA, with 21 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35,950 clients with $70B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rockefeller Financial offers investment advisory services for a fee, either as a flat annual dollar amount or as a percentage of the value of your portfolio. The specific fee will depend on the type of advisory service you receive and will be agreed upon with your advisor. The fees you pay may differ from those paid by other clients, based on factors like the scope and size of your relationship, the complexity of your needs, and your advisor's approach.
Location
800 Newport Center Drive, Suite 650, Newport Beach, CA, 92660
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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 →Employment History
Current Registrations
Rockefeller Financial LLCBroker
Rockefeller Capital Management
Rockefeller Capital Management
Previous Registrations
Osaic Institutions, INC.
Choreo, LLC
Adviceperiod, LLC
Beacon Pointe Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Metlife Investors Distribution CompanyBroker
Metlife Investors Distribution CompanyBroker
State Registrations22 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.