Hauppauge, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
CFM Advisors Inc
Team
Firm-wide stats for CFM Advisors Inc
About
CFM Advisors serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and corporate clients. The firm offers non‑discretionary individual portfolio management, a Manager‑of‑Managers program, pension consulting (including IPS preparation and participant education), and financial planning, reporting $202,673,839 in client assets under non‑discretionary management and $2,729,427,088 in 401(k) assets under advisement across 199 clients and five advisors.
The firm develops individualized Personal Investment Policy Statements through client interviews and implements recommendations on a non‑discretionary basis, often by selecting and monitoring third‑party asset managers and program sponsors. CFM uses a range of analytical methods (fundamental, technical, quantitative and qualitative), emphasizes asset allocation, and conducts at least quarterly reviews of accounts and manager performance while retaining authority to hire and fire selected managers.
What is distinctive relative to many team firms is CFM’s emphasis on non‑discretionary advisory relationships and its large advisory role for retirement plans — its 401(k) assets under advisement substantially exceed its non‑discretionary retail assets. The firm is majority‑owned indirectly through Apollo Lunar Module LP and the Russo Family Dynasty Trust and relies on institutional partnerships (including SEI, Schwab and Fidelity platforms) to deliver manager selection, custody and platform services.
Based on CFM Advisors Inc
Expertise
Based on CFM Advisors Inc
Location
1373 Veterans Highway, Suite 10
Hauppauge NY 11788
Advisors at this office
4
Advisors at this office
Matthew S
Series 63, Series 65
Hauppauge, NY
CFM Advisors Inc
Matthew Stendardi is a financial advisor at CFM Advisors Inc with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc and Paychex Securities Corporation. CFM Advisors serves individuals, pension and profit-sharing plans, and corporate clients, focusing on non-discretionary portfolio management and retirement plan advisory services. The firm emphasizes individualized investment policy statements, manager selection, and quarterly performance reviews, with a significant advisory role in 401(k) plans.
Michael P
Series 63, Series 65
Hauppauge, NY
CFM Advisors Inc
Michael Panella is a financial advisor with CFM Advisors Inc in Hauppauge, NY, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at OneDigital Investment Advisors, Triad Advisors LLC, and Paychex Securities Corporation. CFM Advisors serves individuals, pension and profit-sharing plans, and corporate clients with non-discretionary portfolio management, pension consulting, and financial planning. The firm emphasizes individualized investment policy statements, asset allocation, and manager selection, with a notable focus on advisory services for retirement plans.
John R
Series 63
Hauppauge, NY
CFM Advisors Inc
John Romano is a financial advisor at CFM Advisors Inc with 21 years of industry experience. He has been with CFM Advisors since 2006 and holds a Series 63 designation. CFM Advisors, Inc. provides advisory services to individuals, pension and profit-sharing plans, and certain businesses. The firm focuses on non-discretionary advice, employing various analytical approaches and emphasizing asset allocation and manager selection to meet client-specific investment policies.
William B
Series 63, Series 65
Hauppauge, NY
CFM Advisors Inc
William Bonacci is a financial advisor at CFM Advisors Inc in Hauppauge, NY, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked at CFM Advisors since 2018 and previously was with Sentinel Benefits & Financial Group from 2015 to 2017. CFM Advisors provides advisory services to individuals, pension and profit-sharing plans, and certain businesses, focusing on non-discretionary advice with an emphasis on asset allocation and manager selection. The firm manages approximately $3.49 billion across more than 2,000 clients with a manager-of-managers approach and prepares personalized investment policy statements for its clients.
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