Matthew
Cassano

Socius Family Office, LLC

CRD#4763265
Investment Advisor
in Fort Lauderdale, FL

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About this Advisor

Matthew Cassano is a financial advisor based in Fort Lauderdale, Florida, working with Socius Family Office, LLC. Matthew has previously held positions at Socius Family Office, LLC, Alterna Sports Group LLC, Gp 19 Management LLC, Alterna Insurance Group LLC, Mpcassano Holding Corp, Corient, and Corient Services LLC. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Massachusetts, Pennsylvania, and Texas. Currently, Matthew is part of Socius Family Office, LLC, which operates out of Fort Lauderdale, Florida. The firm has 1 office and 12 employees. The firm manages assets totaling $915.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Socius Family Office, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

200 East Las Olas Boulevard Suite 1550
Fort Lauderdale, FL 33301

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Socius Family Office, LLC Brokerage Details

Total Assets Under Management

$914,985,196

FL Average: $1,855,561,029
Total Number of Employees

12

FL Average: 62
Total Number of Accounts

611

FL Average: 2,474
Average Account Size

$1,497,521

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Matthew Cassano Work History

2024 - Present (0 year)

Corient

2024 - Present (0 year)

Corient Services LLC

2010 - Present (14 years)

Socius Family Office, LLC

2008 - Present (16 years)

Mpcassano Holding Corp

2013 - 2020 (7 years)

Gp 19 Management LLC

2012 - 2020 (8 years)

Alterna Insurance Group LLC

2011 - 2014 (3 years)

Alterna Sports Group LLC

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Disclosures

Please visit the SEC profile of Matthew Cassano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Socius Family Office, LLC

Mark Renz
Fort Lauderdale, FL
Alexis Gayhart
Fort Lauderdale, FL
Troy Nunes
Fort Lauderdale, FL
Thomas Mcdonnell
Fort Lauderdale, FL
Katelynn Bresler
Fort Lauderdale, FL
Matthew Cassano
Fort Lauderdale, FL
Mark Baniewicz
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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