Matthew Pierce has been Shareholder of Kastel Capital Advisors since April 2022, is not listed as a control person, but directly owns between 10% and 25% of the firm.
Kastel Capital Advisors, LLC is a Wellesley, MA firm with $193M under management, 67 clients and 3 advisers in one office, as of its June 2026 filing.
Matthew V. Pierce is a partner at Kastel Capital. He specializes in planning and portfolio construction and has over 30 years of institutional asset management experience.
Matthew Pierce’s longest registration was 10 years at Island Light Capital (2012–2022). Before joining Kastel Capital Advisors in 2020, Matthew Pierce was registered through Asset Strategy Advisors, LLC and Asset Strategy Consultants LLC.
- Kastel Capital Advisors, LLCCurrent– present · 6 yearsDover, MA · Adviser representative · Firm CRD 226520
- Asset Strategy Advisors, LLC– · 2 yearsNatick, MA · Adviser representative · Firm CRD 139879
- Asset Strategy Consultants LLC– · under a yearNatick, MA · Adviser representative · Firm CRD 110800
- Island Light Capital– · 10 yearsDover, MA · Adviser representative · Firm CRD 162187
- New Frontier Management Company, LLC– · 6 yearsBoston, MA · Adviser representative · Firm CRD 147181
- New Frontier Advisors, LLC– · 6 yearsBoston, MA · Adviser representative · Firm CRD 129121
- New Frontier Management Company, LLC– · under a yearBoston, MA · Adviser representative · Firm CRD 147181
Professional designations
Listed by Kastel Capital Advisors
- Personal Financial Specialist (PFS)
- Certified Public Accountant (CPA®)
Investment adviser representative registrations
Matthew Pierce is registered as an investment adviser representative in Massachusetts, since April 2020.
- MassachusettsSince 14 April 2020
Examinations
No examinations are on Matthew Pierce’s record.
- Full name
- Matthew Vassar Pierce
- CRD
- 4726664
- Firm
- Kastel Capital Advisors · CRD 226520
- Role
- Shareholder
- Office
- 13 Colonial Rd, Dover, MA 02030
- Registration
- Investment adviser registration
- In the industry since
- January 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kastelcapital.com
Where does Matthew Pierce work?
Matthew Pierce has been Shareholder of Kastel Capital Advisors, LLC since April 2022.
Is Matthew Pierce a financial advisor?
Yes. Matthew Pierce has a current investment-adviser registration in Massachusetts, through Kastel Capital Advisors since April 2020.
How many years of experience does Matthew Pierce have?
Matthew Pierce has 17 years in the financial industry, since January 2009, across 6 adviser firms.
Where did Matthew Pierce work before Kastel Capital Advisors?
Before Kastel Capital Advisors, Matthew Pierce was registered through Asset Strategy Advisors, LLC, May 2015 to October 2017; Asset Strategy Consultants LLC, January 2013 to November 2013; New Frontier Management Company, LLC, January 2009 to December 2015; New Frontier Advisors, LLC, January 2009 to December 2015; New Frontier Management Company, LLC, December 2008 to December 2008.
Where is Matthew Pierce based?
Matthew Pierce’s registered office is in Dover, MA.
Is Matthew Pierce registered with FINRA?
No. Matthew Pierce has no current broker registration.
How can I verify Matthew Pierce’s record?
Search CRD 4726664 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Pierce’s full registration record.