Matthew Scuderi
Matthew Scuderi is a registered investment advisor at Capital Financial Advisory Group, LLC, based in Apex, NC, with 3 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Capital Financial Advisory Group does not directly manage your investments. Instead, they recommend third-party managers who will manage your money. The fees for these managers range from 0.25% to 2.00% of your account value per year. Capital receives a portion of this fee as a referral or promoter fee from the third-party manager. The exact proportion varies by third-party manager. Capital does not take discretion over the assets managed in your financial advisory account, and they do not handle any of the billing.
Location
1500 Town Side Drive, Suite 201, Apex, NC, 27502
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is an insurance producer for Athene Annuity and Life Company, Nationwide Insurance, and North American Company for Life and Health Insurance, starting in April 2023. He dedicates about a quarter of his time to Athene, and about 10-20% of his time to Nationwide and North American Company.
Employment History
Current Registrations
Capital Financial Advisory Group, LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
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.