Matthew Blunt, financial advisor Mclean VA

Matthew Blunt

CRD Number: 6956695
Current Firm: Cassaday & Company, Inc.

Matthew Blunt (CRD# 6956695) is an Investment Advisor Representative working at Cassaday & Company, Inc. in Mclean, VA and has over 4 years of experience in the finance industry. Matthew Blunt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Royal Alliance Mclean, VA May 2018 - Current 6
Cassaday & Company Mclean, VA May 2018 - Current 6
Arlington County Fire Department Arlington, VA May 2014 - May 2018 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Matthew W. Blunt
Phone Number: 703-506-8200
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    4,975
    MILLIONS
  • Total Number of Accounts
    2,822
    ACCOUNTS
  • Average Account Value
    $1,762,941
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WV

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