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Matthew Storm

Manager, Managing Director at CV Advisors in Aventura, FL

Investment adviser registrationUpdated

Matthew Storm is Manager, Managing Director of CV Advisors LLC, an investment adviser managing $15.1B, and works from its Aventura, FL office. Matthew Storm has been registered as an investment adviser representative through CV Advisors since 1 July 2021, has 5 years in the industry across 1 firm and has passed the Series 3.

5
Years in industry
5
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 17 October 2026SEC record

Career

Matthew Storm has been Manager, Managing Director of CV Advisors since October 2023, is a control person of the firm and directly owns under 5% of it.

CV Advisors LLC is an Aventura, FL firm with $15.1B under management, 159 clients and 23 advisers in one office, as of its April 2026 filing.

  1. – present · 5 years
    Aventura, FL · Adviser representative · Firm CRD 164817

Credentials and registrations

Investment adviser representative registrations

Matthew Storm is registered as an investment adviser representative in Texas, as a resident of Texas, since July 2021.

  • TexasResidentSince 1 July 2021

Examinations

Series 35 October 1994
Name
National Commodity Futures Examination

Key facts

Full name
Matthew Jordan Storm
CRD
2551999
Firm
CV Advisors · CRD 164817
Role
Manager, Managing Director
Office
19495 BISCAYNE BOULEVARD, SUITE PH1, Aventura, FL 33180
Registration
Investment adviser registration
In the industry since
June 2021
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Matthew Storm work?

Matthew Storm has been Manager, Managing Director of CV Advisors LLC since October 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 23 April 2026

Is Matthew Storm a financial advisor?

Yes. Matthew Storm has a current investment-adviser registration in Texas, through CV Advisors since July 2021.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Matthew Storm have?

Matthew Storm has 5 years in the financial industry, since June 2021, across 1 adviser firm.

Source: IAPD individual record, checked 17 October 2026

What exams has Matthew Storm passed?

Matthew Storm passed the Series 3 in October 1994.

Source: IAPD individual record, checked 17 October 2026

Where is Matthew Storm based?

Matthew Storm’s registered office is in Aventura, FL.

Source: IAPD individual record, checked 17 October 2026

Is Matthew Storm registered with FINRA?

No. Matthew Storm has no current broker registration.

Source: IAPD individual record, checked 17 October 2026

How can I verify Matthew Storm’s record?

Search CRD 2551999 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Storm’s full registration record.

Source: IAPD individual record, checked 17 October 2026

Leadership at CV Advisors

Sources

  1. IAPD individual record, CRD 2551999, checked 17 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of CV Advisors LLC, filed 23 April 2026. Title, control and ownership bands.