Matthew Emil Marone
Investment adviser representative at Mutual Trust Asset Mgmt., Inc.
27 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$58.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Mutual Trust Asset Mgmt., Inc.Nov 2024 to now
- Calton & Associates, Inc.Oct 2024 to now
- Mutual Trust Asset Management, Inc.May 2008 to now
- Mutual Trust Co. of America SecuritiesOct 1999 to Oct 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (FL).
Mutual Trust Asset Mgmt., Inc.
$58.4MAssets managed
120Clients
5Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2651141
- Firm CRD
- 121364