Matthew Gregory Caison
Investment adviser representative at Acorns
12 yearsExperience
1 stateRegistered in
$13.4BFirm assets
13 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.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- AcornsApr 2022 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Apr 2022
- Wells Fargo Advisors, LLCJun 2014 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (NC).
Acorns
Legal name: Acorns Advisers, LLC
$13.4BAssets managed
8,158,329Clients
14Advisers
13 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
- 5868509
- Firm CRD
- 165926