Matthew Paul Cassano
Investment adviser representative at Corient
18 yearsExperience
2 statesRegistered in
$165.3BFirm assets
4 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
18 years in the industry.
- CorientJun 2024 to now
- Corient Services LLCJun 2024 to now
- Socius Family Office, LLCJun 2010 to now
- Mpcassano Holding CorpNov 2008 to now
- Gp 19 Management LLCApr 2013 to Dec 2020
- Alterna Insurance Group LLCJun 2012 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 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
- 4763265
- Firm CRD
- 319448