Matthew Stevens
Integra Global Advisors · Stamford, Connecticut
Matthew Stevens is a fee-only financial advisor at Integra Global Advisors in Stamford, Connecticut. Matthew focuses on family wealth transfer. Integra Global Advisors reports charging a percentage of assets and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Integra Global Advisors |
|---|---|
| Based in | Stamford, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $684.1M across 56 accounts |
| SEC registration | Investment adviser representative in CT · CRD 5956019 |
| Exams passed | Series 63 (2013) · Series 66 (2019) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.integraga.com |
How Matthew's firm compares
- Integra Global Advisors's average account is about $12.2 million, from its Form ADV (assets managed divided by 56 accounts).
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Questions about Matthew
Is Matthew Stevens a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Integra Global Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Integra Global Advisors, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Matthew Stevens based?
Matthew Stevens is based in Stamford, Connecticut.
What does Matthew specialize in?
Matthew's specialties include family wealth transfer. Matthew works with ultra high net worth and multi-generational families.
Is Matthew Stevens registered with the SEC?
Yes. Matthew Stevens is registered as an investment adviser representative in CT (CRD 5956019), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Integra Global Advisors manage?
Integra Global Advisors reports $684.1M across 56 accounts in assets under management.
How do I contact Matthew Stevens?
Through Matthew's website, www.integraga.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Integra Global Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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