Matthew Casas, financial advisor Saratoga CA
90 score

Matthew Casas

CRD Number: 6146130
Current Firm: Saratoga Research & Investment Management

Matthew Casas (CRD# 6146130) is an Investment Advisor Representative working at Saratoga Research & Investment Management in Saratoga, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Saratoga Research & Investment Management Saratoga, CA Jul 2011 - Current 5
Vanderbilt University Nashville, TN Aug 2009 - May 2011 1
Apple Inc. Los Gatos, CA Feb 2008 - Jul 2009 1
Deanza College Cupertino, CA Jul 2007 - Jun 2009 1
Saratoga High School Saratoga, CA Aug 2003 - Jun 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Matthew D. Casas
Phone Number: (408) 741-2330
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,638
    MILLIONS
  • Total Number of Accounts
    2,890
    ACCOUNTS
  • Average Account Value
    $566,811
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CT, FL, GA, LA, MD, NC, NY, OK, TN, TX, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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