Matthew Casinelli, financial advisor Denver CO

Matthew Casinelli

CRD Number: 6691383
Current Firm: Personal Capital Advisors Corporation

Matthew Casinelli (CRD# 6691383) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in Denver, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Personal Capital Advisors Corporation Denver, CO Nov 2020 - Current < 1
Charles Schwab Bank Ssb Lone Tree, CO Aug 2018 - Nov 2020 2
Charles Schwab & Company, Inc. Lone Tree, CO Aug 2016 - Nov 2020 4
Grady Properties Denver, CO Aug 2016 - Apr 2017 < 1
Aspen View Academy Castle Rock, CO Aug 2014 - Jul 2016 1
University Of Colorado At Denver Denver, CO Jan 2013 - Aug 2014 1
Pactimo LLC Greenwood Village, CO Jun 2009 - Dec 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2016
S66 NASAA Uniform Combined State Law Examination Jun 2018
Contact Info for Matthew J. Casinelli
Phone Number: 415-800-5922
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    16,151
    MILLIONS
  • Total Number of Accounts
    69,953
    ACCOUNTS
  • Average Account Value
    $230,877
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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