Matthew J Cayelli
Investment adviser representative at Centura Wealth Advisory
12 yearsExperience
1 stateRegistered in
$1.2BFirm assets
8 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Centura Wealth AdvisoryMay 2025 to now
- Ccg Wealth Management LLCFeb 2025 to now
- Cadaret, Grant & Co., Inc.Oct 2024 to Feb 2025
- Grove Point Investments, LLCOct 2024 to Feb 2025
- Next Financial Group, Inc.Oct 2024 to Feb 2025
- Scf Securities, Inc.Oct 2024 to Feb 2025
- Sorrento Pacific Financial, LLCOct 2024 to Feb 2025
- Western International Securities, Inc.Oct 2024 to Feb 2025
- Cuso Financial Services, L.P.Apr 2024 to Feb 2025
- Atria Wealth SolutionsMay 2023 to Feb 2025
- Flock FreightJul 2022 to May 2023
- Mendocino FarmsMay 2021 to Aug 2021
- EcodomoJun 2020 to Sep 2020
- Chick-fil-aJun 2019 to Aug 2019
- San Diego State UniversityMay 2018 to May 2022
- Quince Orchard High SchoolAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Centura Wealth Advisory
Legal name: Ccg Wealth Management, LLC
$1.2BAssets managed
588Clients
18Advisers
8 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
- 7745421
- Firm CRD
- 296985