Matthew Stendardi has been an investment adviser representative at CFM Advisors since March 2025, and is not listed among the firm’s executive officers or direct owners. Matthew Stendardi holds a Bachelor of Arts from Lycoming College.
CFM Advisors Inc is a Hauppauge, NY firm with $203M under management, 216 clients and 5 advisers across 2 offices, as of its March 2026 filing.
Matthew Stendardi is an Investment Advisor Representative of CFM Advisors. He joined CFM Advisors in March 2025. He assists clients with comprehensive personal financial planning and wealth management, and works with business owners on corporate retirement plans, offering employee education, lineup development, and plan design. He brings 13 years of experience in the retirement plan industry, including six years at UBS and six years at Paychex.
Matthew Stendardi’s longest registration was 6 years at UBS Financial Services Inc. (2019–2025). Before joining CFM Advisors in 2025, Matthew Stendardi was registered through UBS Financial Services Inc.
- UBS Financial Services Inc.– · 6 yearsWestport, CT · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
Matthew Stendardi is registered as an investment adviser representative in 3 states. Each was approved in March 2025.
- ConnecticutSince 12 March 2025
- New YorkSince 23 March 2025
- TexasSince 12 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 February 2019 |
| Series 7TO | General Securities Representative Examination | 24 January 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 2 August 2016 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 June 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Matthew E Stendardi
- CRD
- 6653266
- Firm
- CFM Advisors · CRD 111581
- Registration
- Investment adviser registration
- In the industry since
- July 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cfmadvisorsinc.com
Where does Matthew Stendardi work?
Matthew Stendardi is an investment adviser representative registered through CFM Advisors Inc since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Stendardi a financial advisor?
Yes. Matthew Stendardi has a current investment-adviser registration in Connecticut, New York and Texas, through CFM Advisors since March 2025.
How many years of experience does Matthew Stendardi have?
Matthew Stendardi has 10 years in the financial industry, since July 2016, across 2 adviser firms.
What exams has Matthew Stendardi passed?
Matthew Stendardi has passed 4 licensing exams: the Series 6, Series 63, Series 7TO and Series 65. The earliest, the Series 6, was passed in June 2016. FINRA credited Matthew Stendardi with the SIE, which began in October 2018.
Is Matthew Stendardi registered with FINRA?
No. Matthew Stendardi has no current broker registration.
How can I verify Matthew Stendardi’s record?
Search CRD 6653266 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Stendardi’s full registration record.
