Matthew Anthony Marcello
Investment adviser representative at United Capital Financial Advisors
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$24.6BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- United Capital Financial Advisors, LLCNov 2025 to now
- Soundwatch Capital, LLCApr 2015 to now
- Capstone Wealth Management, LLCFeb 2004 to now
- Apexium Financial LPApr 2016 to Nov 2025
- Purshe Kaplan SterlingJun 2008 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 1 state (TX).
United Capital Financial Advisors
Legal name: United Capital Financial Advisors, LLC
$24.6BAssets managed
25,510Clients
165Advisers
21 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
- 4418159
- Firm CRD
- 134600