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Carla Matrisciano

14 Years of Experience
Fairfield, NJ

Carla Matrisciano is a registered investment advisor at Chadler Investment Advisory Solutions, LLC, based in Fairfield, NJ, with 14 years of industry experience. Carla operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 48 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$134.5M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

100 Passaic Avenue, Fairfield, NJ, 07004

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Carla manages two rental properties, Rosania Realty I, LLC and Rosania Realty II, LLC, and owns 25% of each. She spends minimal time performing basic bookkeeping tasks for these properties.

Employment History
Current Registrations
Chadler Investment Advisory Solutions, LLC
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Hallmark Capital Management INC
April 2016 - September 2016 · 5 mos
New Century Asset Management, INC.
January 2012 - April 2016 · 4 yrs 3 mos
Wells Fargo Advisors, LLC
January 2011 - August 2011 · 7 mos
State Registrations1 state
NJ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Carla Matrisciano - Financial Advisor | TrueAdvisor