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Matthew Ds Staffieri

Rovin Capital

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About Matthew Ds Staffieri

Matthew Staffieri is a financial advisor with Rovin Capital. Matthew has over 10 years of experience in the financial services industry. Matthew holds the Series 66, Series 7 and SIE licenses. Matthew has experience working with high net worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth. Matthew specializes in Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, and Selection of Other Advisers. Matthew is a member of the Arizona Securities Division and is registered as an Investment Advisor Representative.

Firm Information

Matthew Staffieri is currently registered with Rovin Capital. Rovin Capital is a financial advisor headquartered in Mesa, Arizona. They manage approximately $596,130,000 in assets for a total of 2,034 clients. Their services include financial planning, selection of other advisors, portfolio management for individuals, and portfolio management for pooled investment vehicles.
Rovin Capital

1 N. MACDONALD

MESA, AZ 85201

$596.13M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Staffieri’s Registration & Firm History

AZ

05/16/2014 - Present

Rovin Capital (MESA AZ)

CA

06/27/2013 - 05/16/2017

FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 08/19/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/16/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Ds Staffieri.
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