Anthony Matteo has been an investment adviser representative at Sage Financial Management Group since September 2019, and is not listed among the firm’s executive officers or direct owners. Anthony Matteo holds a Bachelor of Science (BS) in Finance from Virginia Polytechnic Institute and State University.
Sage Financial Management Group, Inc. is a McLean, VA firm with $423M under management, 150 clients and 4 advisers in one office, as of its June 2026 filing.
Anthony Matteo is Wealth Advisor of SageVest Wealth Management. He works with clients to understand their financial goals, prepare planning projections, evaluate financial strategies, review tax considerations and align strategies with client investment portfolios. As a member of the Investment Committee, he conducts research and participates in quarterly investment meetings, and he oversees investment management reporting for SageVest clients.
- Sagevest Wealth ManagementCurrent– present · 7 yearsMcLean, VA · Adviser representative · Firm CRD 143562
Professional designations
Listed by Sage Financial Management Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Anthony Matteo is registered as an investment adviser representative in Virginia, since September 2019.
- VirginiaSince 7 September 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 September 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Anthony Walter Matteo
- CRD
- 6809446
- Firm
- Sage Financial Management Group · CRD 143562
- Office
- 1320 Old Chain Bridge Rd, Suite 250, McLean, VA 22101
- Registration
- Investment adviser registration
- In the industry since
- September 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sagevestwealth.com
Where does Anthony Matteo work?
Anthony Matteo is an investment adviser representative registered through Sage Financial Management Group, Inc. since September 2019, and is not listed among the firm’s executive officers or direct owners.
Is Anthony Matteo a financial advisor?
Yes. Anthony Matteo has a current investment-adviser registration in Virginia, through Sage Financial Management Group since September 2019.
How many years of experience does Anthony Matteo have?
Anthony Matteo has 7 years in the financial industry, since September 2019, across 1 adviser firm.
What exams has Anthony Matteo passed?
Anthony Matteo passed the Series 65 in September 2019.
Where is Anthony Matteo based?
Anthony Matteo’s registered office is in McLean, VA.
Is Anthony Matteo registered with FINRA?
No. Anthony Matteo has no current broker registration.
Is Anthony Matteo a CFP?
Sage Financial Management Group lists Anthony Matteo with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Anthony Matteo’s record?
Search CRD 6809446 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anthony Matteo’s full registration record.
