MC
Matthew W. Casella
TRUIST ADVISORY SERVICES
NORFOLK, VA 23510
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CRD#: 5392783
MC
Professional summary
Matthew Wesley Casella, who also goes by Matthew Casella, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Norfolk, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Norfolk, Virginia.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Matthew has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew Casella
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
RENTAL PROPERTY RODANTHE, NC OWNER 3/18/11 VACATION RENTAL HOME. 0-HOURS DEVOTED DURING BUSINESS HOURS PER MONTH, 1-HOUR DEVOTED DURING AFTER BUSINESS HOURS. BLURRED LINES BAKERY POSITION: n/a NATURE: this is my wife's bakery business. She is selling cookies at a local farmers market. I am going to help her set up her table and take down the tables and tent and potentially help her with other task that she may need. This is a new business and she is learning daily. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 8 START DATE: 06/17/2021 ADDRESS: , Kitty Hawk NC , United States DESCRIPTION: My wife has started a bakery business at the local farmers market. i am going to assist her with set up of her table and tents and take down. i also may have to help her with other task that come up unexpected.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Wesley Casella's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 21, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 150 W Main St Fl 14, Norfolk, VA 23510RIA
CRD#: 283390
NORFOLK, VA
Current
April 7, 2008 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 150 W Main St Ste 1400, Norfolk, VA 23510BD
CRD#: 17499
Norfolk, VA
Past
July 2, 2008 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
NORFOLK, VA
Past
October 3, 2007 - April 3, 2008
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
MIDLOTHIAN, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/20/2025)
RR
Arkansas(2/6/2020)
RR
California(6/19/2018)
RR
Colorado(6/21/2018)
RR
Connecticut(11/21/2018)
RR
Delaware(8/30/2018)
RR
District of Columbia(11/3/2018)
RR
Florida(10/7/2009)
RR
Georgia(12/17/2018)
RR
Illinois(1/28/2025)
RR
Indiana(2/12/2019)
RR
Louisiana(5/31/2019)
RR
Maine(1/18/2022)
RR
Maryland(5/14/2021)
RR
Massachusetts(4/5/2012)
RR
Michigan(2/24/2021)
RR
Missouri(8/2/2022)
RR
Nevada(11/17/2023)
RR
New Jersey(1/23/2012)
RR
New York(8/26/2019)
RR
North Carolina(9/15/2011)
RR
Ohio(12/17/2018)
RR
Oregon(8/7/2020)
RR
Pennsylvania(8/18/2021)
RR
South Carolina(4/24/2018)
RR
Texas(5/25/2021)
IAR
Texas(5/25/2021)
RR
Utah(8/11/2021)
RR
Virginia(4/7/2008)
IAR
Virginia(9/21/2016)
RR
Wisconsin(11/3/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
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Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Norfolk, VA 23510TRUST BUT VERIFY
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