Unclaimed Profile

Matthew Vassar Pierce

KASTEL CAPITAL ADVISORS, LLC·WELLESLEY, Massachusetts

Clean record17 years registeredKASTEL CAPITAL ADVISORS, LLC

40 GROVE STREET, WELLESLEY, MA 02482CRD# 4726664Firm CRD# 226520

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Vassar Pierce · WELLESLEY, MA

Registration

CRD #4726664 · KASTEL CAPITAL ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

KASTEL CAPITAL ADVISORS, LLC

Apr 2020 – present

ASSET STRATEGY ADVISORS, LLC

May 2015 – Oct 2017

NATICK, MA

ASSET STRATEGY CONSULTANTS LLC

Jan 2013 – Nov 2013

NATICK, MA

ISLAND LIGHT CAPITAL

Apr 2012 – Aug 2022

DOVER, MA

NEW FRONTIER MANAGEMENT COMPANY, LLC

Jan 2009 – Dec 2015

BOSTON, MA

NEW FRONTIER ADVISORS, LLC

Jan 2009 – Dec 2015

BOSTON, MA

NEW FRONTIER MANAGEMENT COMPANY, LLC

Dec 2008 – Dec 2008

BOSTON, MA

Registrations & Exams

Registration record

First registered · December 5, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KASTEL CAPITAL ADVISORS, LLC

CRD 226520 · SEC 801-117355

AUM

$138M

Regulatory assets under management

Employees

222 client accounts

Services offered by KASTEL CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KASTEL CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Vassar Pierce offer?

Matthew Vassar Pierce specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WELLESLEY, Massachusetts for a consultation.

What are Matthew Vassar Pierce's credentials?

Matthew Vassar Pierce is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Vassar Pierce located?

Matthew Vassar Pierce is based in WELLESLEY, Massachusetts, working with KASTEL CAPITAL ADVISORS, LLC. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.

How does Matthew Vassar Pierce charge for services?

Matthew Vassar Pierce's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KASTEL CAPITAL ADVISORS, LLC?

KASTEL CAPITAL ADVISORS, LLC has approximately 3 employees and manages $138M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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