Best Investors Account Sign in
Inactive

Matthew E Stendardi

Cfm Advisors Inc

Stamford, CT

Hauppauge, NY

Claim This Profile
Current Employers
Cfm Advisors Inc

1373 Veterans Highway Suite 10, Hauppauge, NY 11788 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-23
CT RA APPROVED 2025-03-12
TX RA APPROVED 2025-03-12
  • NY RA
    APPROVED
    Since 2025-03-23
  • CT RA
    APPROVED
    Since 2025-03-12
  • TX RA
    APPROVED
    Since 2025-03-12

Branch Locations

Stamford, CT • United States

1373 Veterans Highway Suite 10, Hauppauge, NY 11788 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Paychex, Inc. Norwalk CT 06/2016 11/2018
Paychex Securities Corporation Norwalk CT 06/2016 11/2018
Ubs Financial Services In Westport CT 11/2018 03/2025
Cfm Advisors, Inc. Stamford CT 03/2025 Present
  • 06/2016 → 11/2018
    Paychex, Inc.
    Norwalk, CT
  • 06/2016 → 11/2018
    Paychex Securities Corporation
    Norwalk, CT
  • 11/2018 → 03/2025
    Ubs Financial Services In
    Westport, CT
  • 03/2025 → Present
    Cfm Advisors, Inc.
    Stamford, CT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-21
S63 Uniform Securities Agent State Law Examination 2016-08-02
  • S65 Uniform Investment Adviser Law Examination
    2019-02-21
  • S63 Uniform Securities Agent State Law Examination
    2016-08-02
Other Names
  • Matthew Stendardi
  • Matthew Edward Stendardi

View on SEC IAPD

More in Stamford, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor