Matthew Civello has been an investment adviser representative at HeadInvest since July 2024, and is not listed among the firm’s executive officers or direct owners.
Headinvest, LLC is a Portland, ME firm with $892M under management, 445 clients and 6 advisers in one office, as of its March 2026 filing.
Matthew Civello’s longest registration was 4 years at Strategic Advisers LLC (2013–2018). Before joining HeadInvest in 2024, Matthew Civello was registered through Cambridge Investment Research Advisors, Inc. and Fidelity Personal and Workplace Advisors.
- Cambridge Investment Research Advisors, Inc.– · under a yearBiddeford, ME · Adviser representative · Firm CRD 134139
- Fidelity Personal and Workplace Advisors– · 3 yearsBoston, MA · Adviser representative · Firm CRD 288590
- Strategic Advisers LLC– · 4 yearsSarasota, FL · Adviser representative · Firm CRD 104555
Investment adviser representative registrations
Matthew Civello is registered as an investment adviser representative in Maine, since July 2024.
- MaineSince 30 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 7 June 2017 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 26 April 2017 |
| Series 66 | Uniform Combined State Law Examination | 4 November 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 April 2013 |
| Series 7 | General Securities Representative Examination | 15 April 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew John Civello
- CRD
- 6160969
- Firm
- HeadInvest · CRD 140518
- Office
- 7 CUSTOM HOUSE ST, 4TH FLOOR, Portland, ME 04101-4194
- Registration
- Investment adviser registration
- In the industry since
- March 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Civello work?
Matthew Civello is an investment adviser representative registered through Headinvest, LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Civello a financial advisor?
Yes. Matthew Civello has a current investment-adviser registration in Maine, through HeadInvest since July 2024.
How many years of experience does Matthew Civello have?
Matthew Civello has 11 years in the financial industry, since March 2015, across 4 adviser firms.
What exams has Matthew Civello passed?
Matthew Civello has passed 5 licensing exams: the Series 7, Series 63, Series 66, Series 10 and Series 9. The earliest, the Series 7, was passed in April 2013. FINRA credited Matthew Civello with the SIE, which began in October 2018.
Where did Matthew Civello work before HeadInvest?
Before HeadInvest, Matthew Civello was registered through Cambridge Investment Research Advisors, Inc., March 2023 to January 2024; Fidelity Personal and Workplace Advisors, July 2018 to October 2021; Strategic Advisers LLC, November 2013 to July 2018.
Where is Matthew Civello based?
Matthew Civello’s registered office is in Portland, ME.
Is Matthew Civello registered with FINRA?
No. Matthew Civello has no current broker registration.
How can I verify Matthew Civello’s record?
Search CRD 6160969 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Civello’s full registration record.
