MATTHEW DAVID BELFANTI

MATTHEW DAVID BELFANTI is an investment adviser representative (IAR) with state registration records since 2010, appearing at 7 firms. Currently registered with ROCKEFELLER FINANCIAL LLC, ROCKEFELLER CAPITAL MANAGEMENT.

Registration history (7)

FirmFromToCurrent
ROCKEFELLER CAPITAL MANAGEMENT2025-04-17presentYes
ROCKEFELLER FINANCIAL LLC2025-04-17presentYes
OSAIC INSTITUTIONS, INC.2022-09-082025-04-21
CHOREO, LLC2019-05-202022-08-03
ADVICEPERIOD, LLC2016-09-142019-05-07
BEACON POINTE ADVISORS, LLC2012-07-262016-09-15
MORGAN STANLEY SMITH BARNEY LLC2010-07-062012-06-14

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