Carla R. Matrisciano

CHADLER INVESTMENT ADVISORY SOLUTIONS

Fairfield, NJ 07004

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CRD#: 5691576

Professional summary

Carla R Matrisciano, who also goes by Carla Rosania, is a registered financial advisor currently at CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC located in Fairfield, New Jersey.

Carla is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Carla has worked at 4 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Carla Rosania

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.

ROSANIA REALTY I,LLC AND ROSANIA REALTY II, LLC - BOTH ARE RENTAL PROPERTIES, AND I OWN 25% OF EACH, WHILE MY 3 SIBLINGS OWN 25% EACH. MY TITLE IS MANAGER. I SPEND ABOUT 2 HOURS A MONTH TO DO SOME BASIC BOOKKEEPING: PAY BILLS, PERFORM BANK RECONCILIATION AND DEPOSIT RENT AT BANK.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carla R Matrisciano'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®

None

Experience

Current

October 13, 2016 - Present

CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC

Office #1: 100 Passaic Avenue, Fairfield, NJ 07004

RIA

CRD#: 165763

Fairfield, NJ

Past

April 9, 2016 - September 15, 2016

VALLEY WEALTH MANAGERS, INC.

RIA

CRD#: 108879

WAYNE, NJ

Past

January 25, 2012 - April 7, 2016

NEW CENTURY ASSET MANAGEMENT, INC.

RIA

CRD#: 108863

WAYNE, NJ

Past

January 1, 2011 - August 9, 2011

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

ROCKAWAY, NJ

Past

December 9, 2010 - August 9, 2011

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ROCKAWAY, NJ

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".

CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC

BENEFIT SOURCES & SOLUTIONS CHADLER LLC | CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC

CRD#: 165763 / SEC#: 801-107502

RIA

Registered Investment Advisory firm - (4/1/2016 Approved)

New Jersey

Registered Investment Advisory firm - (4/7/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

New Jersey
(10/13/2016)

IAR

Texas
(4/28/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/30/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 12/30/2010

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/8/2010

General Securities Representative Examination

Current Firm

CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC

BENEFIT SOURCES & SOLUTIONS CHADLER LLC | CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC

CRD#: 165763 / SEC#: 801-107502

RIA

Registered Investment Advisory firm - (4/1/2016 Approved)

New Jersey

Registered Investment Advisory firm - (4/7/2016 Terminated)

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Contact information

Main Address

100 Passaic Avenue, Fairfield, NJ 07004

Mailing Address

Phone number

(732) 595-2200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

CHADLER ADV PART 2A BROCHURE (4/11/2025)

Regulatory assets under management

Total Number of Accounts	48
AUM (Assets Under Management)	$ 134,470,095

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.

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Firm Stability Insights

Carla R. Matrisciano

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carla R Matrisciano's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALLEY WEALTH MANAGERS, INC.

NEW CENTURY ASSET MANAGEMENT, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/30/2015

Series 66

Date: 12/30/2010

Series 7

Date: 12/8/2010

Current Firm

CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC

TRUST BUT VERIFY

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