Anthony Walter Matteo

Employer firm

Sagevest Wealth Management CRD 143562

$423M regulatory AUM 1 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2019 → Present
  Sagevest Wealth Management
  Mclean, VA
• 08/2015 → 05/2019
  Virginia Polytechnic Institute And State University
  Blacksburg, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-07

Designations

• Certified Financial Planner

Other Names

• Anthony Walter Matteo
• Anthony Matteo