Matthew Vassar Pierce

Employer firm

Kastel Capital Advisors, LLC CRD 226520

$193M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → Present
  Island Light Capital Corp
  Dover, MA
• 05/2015 → 12/2017
  Asset Strategy Consultants Llc
  Natick, MA
• 02/2020 → Present
  Kastel Capital Advisors, Llc
  Dover, MA

Previous Registrations

• 2012-04-24 → 2022-08-27
  Island Light Capital
  Dover, MA
• 2015-05-20 → 2017-10-19
  Asset Strategy Advisors, Llc
  Natick, MA
  Wayland, MA
• 2009-01-05 → 2015-12-31
  New Frontier Advisors, Llc
  Boston, MA
• 2009-01-06 → 2015-12-31
  New Frontier Advisors, Llc
  Boston, MA
• 2013-01-08 → 2013-11-20
  Asset Strategy Consultants Llc
  Natick, MA
• 2008-12-05 → 2008-12-05
  New Frontier Advisors, Llc
  Boston, MA

Other Businesses

1. ASSET STRATEGY RETIREMENT CONSULTANTS LLC; INVESTMENT RELATED; 5 COMMONWEALTH RD, RIA, CONSULTANT, 06/01/2012; 25HRS/MO; 1HRS/DAY;COMPENSATED BY INDEPENDENT CONTRACTOR; INVESTMENT RESEARCH; 2. ASSET STRATEGY CONSULTANTS; INVESTMENT RELATED; 5 COMMONWEALTH RD; RIA; SENIOR CONSULTANT; 01/01/2013; 25HRS/MO; .5HRS/DAY; NOT COMPENSATED; INVESTMENT RESEARCH 3. Mr. Pierce remains President of Island Light Capital, an MA registered investment advisor. 4. Mr. Pierce is Treasurer of a small number of private realty companies or non-profit organizations

Designations

• Personal Financial Specialist