Matthew
Blunt
Cassaday & Company, Inc
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About this Advisor
Matthew Blunt is a certified financial planner who works out of Mc Lean, Virginia. Blunt works at Cassaday & Company, Inc. During their career, Blunt has held roles at Royal Alliance, Cassaday & Company, Arlington County Fire Department and Celerity. Blunt maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Virginia. Cassaday & Company, Inc is an advisory business based in Mc Lean, VA. It handles $4 billion in total assets between its 3,329 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 17 charities and foundations. Of its 3,329 accounts, 44% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Cassaday & Company, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees for financial management largely are based on which services are offered. Fee types charged by Cassaday & Company, Inc likely consist of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cassaday & Company, Inc Brokerage Details
$4,033,817,640
83
3,329
$1,211,721
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Matthew Blunt Work History
Matthew has been registered as a financial advisor for 0 years.*
Royal Alliance
Cassaday & Company
Arlington County Fire Department
Celerity
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Blunt 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 Cassaday & Company, Inc
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
