Matthew John Civello

Employer firm

Headinvest CRD 140518

$892M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2013 → 09/2021
  Fidelity Investments
  Merrimack, NH
• 07/2018 → 03/2023
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2023 → 01/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2023 → 01/2024
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 03/2023 → 01/2024
  Pension Professionals
  Biddeford, ME
• 09/2021 → 08/2022
  Hm Payson Co
  Portland, ME
• 06/2024 → Present
  Headinvest
  Portland, ME
• 01/2024 → 06/2024
  Unemployed
  South Portland, ME

Previous Registrations

• 2023-03-21 → 2024-01-26
  Cambridge Investment Research Advisors, Inc.
  Biddeford, ME
• 2018-07-13 → 2021-10-08
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2013-11-07 → 2018-07-13
  Strategic Advisers Llc
  Merrimack, NH
  Sarasota, FL

Exams

• S66 Uniform Combined State Law Examination
  2013-11-04
• S63 Uniform Securities Agent State Law Examination
  2013-04-25