MC
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Matthew Cardella

25 Years of Experience
Hinesville, GA
2 DisclosuresBroker

Matthew Cardella is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hinesville, GA, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

322 N. Main Street, Hinesville, GA, 31313

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History

Regulatory History (2)
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Customer Dispute
May 2011
Settled
Customer Dispute
January 2003
Settled
Other Business Activities

Matthew is the CEO of The Matt Cardella Company LLC, which is his Raymond James business, and president of Your Real Plan Capital Group/YRP Capital Group, both DBAs for his Raymond James office. He also owns Whoa Nelly Investments LLC, which owns his office building, and another LLC that holds no assets.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2020 - Present · 6 yrs 1 mo
Raymond James Financial Services, INC.Broker
June 2020 - Present · 6 yrs 1 mo
Previous Registrations
Edward Jones
November 2007 - July 2020 · 12 yrs 8 mos
Edward JonesBroker
October 2002 - July 2020 · 17 yrs 9 mos
Northwestern Mutual Investment Services, LLCBroker
March 2000 - October 2002 · 2 yrs 7 mos
Robert W. Baird & CO. IncorporatedBroker
March 2000 - January 2002 · 1 yr 10 mos
State Registrations23 states
AZCODCDEFLGAHIIDILKYMAMIMONCNMNYOHOKSCTNTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.