Matthew Migliaccio, financial advisor Cheyenne WY

Matthew Migliaccio

CRD Number: 7536373
Current Firm: Cuso Financial Services

Matthew Migliaccio (CRD# 7536373) is an Investment Advisor Representative working at Cuso Financial Services in Cheyenne, WY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Blue Federal Credit Union Cheyenne, WY Apr 2022 - Current 2
Cuso Financial Services, LP San Diego, CA Apr 2022 - Current 2
Blue Federal Credit Union Cheyenne, WY Nov 2020 - Apr 2022 1
Stockton University Galloway, NJ Sep 2017 - Jul 2021 3
Hidden Creek Country Club Egg Harbor Twp, NJ Sep 2019 - Mar 2020 < 1
Doordash Toms River, NJ Jun 2019 - Mar 2020 < 1
Minor/student Manchester, NJ Sep 2004 - Sep 2017 13
New Horizon Lighting Toms River, NJ Jun 2016 - Sep 2016 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2022
Contact Info for Matthew R. Migliaccio
Phone Number: 800-686-4724
Registered State(s):
  • TX
  • WY
By the Numbers
  • Total Assets Under Management
    4,665
    MILLIONS
  • Total Number of Accounts
    26,968
    ACCOUNTS
  • Average Account Value
    $172,978
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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