Matthew Gachi (CRD# 2863709) is an Investment Advisor Representative working at Catum Advisory Group, LLC in Westport, CT and has over 26 years of experience in the finance industry. Matthew Gachi 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.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Catum Advisory Group, LLC | Easton, CT | Apr 2016 - Current | 8 |
| Cb Design Group | Alexandria, VA | Apr 2016 - Dec 2021 | 5 |
| Iag, LLC | Stratford, CT | Apr 2011 - Dec 2017 | 6 |
| Commonwealth Equity Services, Inc. | Fairfield, CT | Mar 1998 - Apr 2016 | 18 |
| Investmark Advisory Services, Inc. | Fairfield, CT | Jan 1998 - Apr 2016 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1997 |
| S65 | NASAA Investment Advisors Law Examination | May 1997 |
- CT
- FL
- MA
- TX
-
Total Assets Under Management97MILLIONS
-
Total Number of Accounts259ACCOUNTS
-
Average Account Value$372,757
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, FL, MA, TX
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