Matthew
Cassano
Socius Family Office, LLC
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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
Services Offered
Fee Structure
Office Location
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Socius Family Office, LLC Brokerage Details
$914,985,196
12
611
$1,497,521
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Matthew Cassano Work History
Corient
Corient Services LLC
Socius Family Office, LLC
Mpcassano Holding Corp
Gp 19 Management LLC
Alterna Insurance Group LLC
Alterna Sports Group LLC
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
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
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