# 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)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ROCKEFELLER CAPITAL MANAGEMENT](https://search.stillhousedata.com/firm/294197) | 2025-04-17 | present | Yes |
| [ROCKEFELLER FINANCIAL LLC](https://search.stillhousedata.com/firm/291361) | 2025-04-17 | present | Yes |
| [OSAIC INSTITUTIONS, INC.](https://search.stillhousedata.com/firm/35371) | 2022-09-08 | 2025-04-21 | — |
| [CHOREO, LLC](https://search.stillhousedata.com/firm/111221) | 2019-05-20 | 2022-08-03 | — |
| [ADVICEPERIOD, LLC](https://search.stillhousedata.com/firm/169828) | 2016-09-14 | 2019-05-07 | — |
| [BEACON POINTE ADVISORS, LLC](https://search.stillhousedata.com/firm/119290) | 2012-07-26 | 2016-09-15 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2010-07-06 | 2012-06-14 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4872242)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4872242.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.