Matthew Daniel Casas
Investment adviser representative at Saratoga Research & Investment Management
15 yearsExperience
1 stateRegistered in
CFADesignation
$2.5BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Saratoga Research & Investment ManagementJul 2011 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (CA).
Saratoga Research & Investment Management
$2.5BAssets managed
2,740Clients
15Advisers
26 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
- 6146130
- Firm CRD
- 110506