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Matthew J. Cayelli

CENTURA WEALTH ADVISORY

San Diego, CA 92130

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CRD#: 7745421

Professional summary

Matthew J Cayelli is a registered financial advisor currently at CENTURA WEALTH ADVISORY located in San Diego, California.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Matthew has worked at 8 firms and has passed the Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew J Cayelli's CRS (Customer Relationship Summary).

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

May 26, 2025 - Present

CENTURA WEALTH ADVISORY

Office #1: 12255 El Camino Real Suite 125, San Diego, CA 92130

RIA

CRD#: 296985

San Diego, CA

Past

October 3, 2024 - February 20, 2025

WESTERN INTERNATIONAL SECURITIES, INC.

BD

CRD#: 39262

PASADENA, CA

Past

October 3, 2024 - February 20, 2025

SORRENTO PACIFIC FINANCIAL, LLC

BD

CRD#: 127787

SAN DIEGO, CA

Past

October 3, 2024 - February 20, 2025

SCF SECURITIES, INC.

BD

CRD#: 47275

SAN DIEGO, CA

Past

October 3, 2024 - February 20, 2025

NEXT FINANCIAL GROUP, INC.

BD

CRD#: 46214

HOUSTON, TX

Past

October 3, 2024 - February 20, 2025

GROVE POINT INVESTMENTS, LLC

BD

CRD#: 1763

ROCKVILLE, MD

Past

October 3, 2024 - February 20, 2025

CADARET, GRANT & CO., INC.

BD

CRD#: 10641

SYRACUSE, NY

Past

April 29, 2024 - February 20, 2025

CUSO FINANCIAL SERVICES, L.P.

BD

CRD#: 42132

SAN DIEGO, CA

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".

CW

CENTURA WEALTH ADVISORY

CCG WEALTH MANAGEMENT, LLC | CENTURA WEALTH ADVISORY

CRD#: 296985 / SEC#: 801-113284

RIA

Registered Investment Advisory firm - (5/23/2018 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.

Highlighted states indicate IAR registrations

IAR

California
(5/26/2025)

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: 5/24/2025

Uniform Investment Adviser Law Examination

General Industry/Product Exam

RR

Series 7TO

Date: 4/27/2024

General Securities Representative Examination

General Industry/Product Exam

RR

SIE

Date: 8/5/2023

Securities Industry Essentials Examination

Current Firm

CW

CENTURA WEALTH ADVISORY

CCG WEALTH MANAGEMENT, LLC | CENTURA WEALTH ADVISORY

CRD#: 296985 / SEC#: 801-113284

RIA

Registered Investment Advisory firm - (5/23/2018 Approved)

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Contact information

Main Address

12255 El Camino Real Suite 125, San Diego, CA 92130

Mailing Address

Phone number

(858) 771-9500

Established

Firm type

Fiscal year end

# of Employees

47

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CENTURA WEALTH ADVISORY DISCLOSURE BROCHURE (7/30/2025)

Regulatory assets under management

Total Number of Accounts	1,467
AUM (Assets Under Management)	$ 769,086,884

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

CENTURA WEALTH ADVISORY

CRD#: 296985San Diego, CA 92130

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