Matthew CasasCRD 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.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|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|
Total Assets Under Management1,638MILLIONS
Total Number of Accounts2,890ACCOUNTS
Average Account Value$566,811
- A percentage of assets under your management
- 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)
AL, AZ, CA, CT, FL, GA, LA, MD, NC, NY, OK, TN, TX, WA, WI