Matthew Casatico (CRD# 7237030) is an Investment Advisor Representative working at Aldrich Wealth LP in San Diego, CA and has over 3 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
Company Name | Location | Dates | Years |
---|---|---|---|
Aldrich Wealth | Carlsbad, CA | Feb 2022 - Current | 2 |
Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Feb 2022 | < 1 |
Ameritas Investment Company, LLC | Lincoln, NE | May 2020 - Feb 2022 | 1 |
David White & Associates | San Ramon, CA | Sep 2019 - Feb 2022 | 2 |
Ameritas Life Insurance Corp | Lincoln, NE | Sep 2019 - Feb 2022 | 2 |
Charity Benefit Auctions | San Ramon, CA | Feb 2020 - Jan 2022 | 1 |
Unemployed | Martinez, CA | Jun 2019 - Aug 2019 | < 1 |
University Of Nevada, Reno | Reno, NV | Jul 2015 - May 2019 | 3 |
Nevada Premier Valet | Reno, NV | Jan 2018 - Mar 2019 | 1 |
Townepark | Reno, NV | Jan 2018 - Feb 2019 | 1 |
Townepark | Walnut Creek, CA | Jan 2018 - Feb 2019 | 1 |
Uber Eats | Reno, NV | May 2018 - Aug 2018 | < 1 |
Townepark | Reno, NV | Jan 2017 - Jan 2018 | 1 |
Alhambra High School | Martinez, CA | Jan 2010 - Jul 2015 | 5 |
Chairs For Affairs | Martinez, CA | May 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2020 |
- CA
-
Total Assets Under Management5,572MILLIONS
-
Total Number of Accounts2,352ACCOUNTS
-
Average Account Value$2,369,152
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
- Other
AK, AZ, CA, CO, FL, ID, LA, MO, MT, NE, NH, OR, TX, UT, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.