Matthew Sassani, financial advisor Irvine CA

Matthew Sassani

CRD Number: 3136816
Current Firm: Cooper Mcmanus

Matthew Sassani (CRD# 3136816) is an Investment Advisor Representative working at Cooper Mcmanus in Irvine, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Cooper Financial Group Irvine, CA Jan 2014 - Current 10
Securities America, Inc. Irvine, CA Jan 2014 - Dec 2019 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 1999
Contact Info for Matthew M. Sassani
Phone Number: 800-516-5333
Firm Website: http://www.ldwcg.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,575
    MILLIONS
  • Total Number of Accounts
    4,577
    ACCOUNTS
  • Average Account Value
    $344,125
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, HI, ID, IL, LA, MA, MD, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

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