Matthew Robert Cardella

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2002 → 06/2020
  Edward Jones
  Hinesville, GA
• 06/2020 → Present
  Raymond James Financial Services, Inc.
  Hinesville, GA
• 06/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  Hinesville, GA
• 01/2020 → Present
  The Matt Cardella Company Llc
  Huntsville, GA
• 01/2023 → 08/2024
  Whoa Nelly Advisors Llc
  Hinesville, GA
• 02/2024 → 08/2024
  Cardella Capital Group
  Hinesville, GA

Previous Registrations

• 2007-11-13 → 2020-07-09
  Edward Jones
  Hinesville, GA
  Hinesville, GA

Other Businesses

(1) Name of Business: The Matt Cardella Company LLC Address: 801 Forest St, Hinesville, GA, 31313, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is an LLC that owns nothing. It is open but holds no assets. (2) Name of Business: The Matt Cardella Company LLC Address: 801 Forest St, Hinesville, GA, 31313, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is the LLC for my Raymond James business. (3) Name of Business: Whoa Nelly Investments LLC Address: 801 Forest St, Hinesville, GA, 31313, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The LLC owns my office building and I rent it from the LLC. (4) Name of Business: YRP Capital Group Address: 322 N Main St, Hinesville, GA, 31313-2508, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 09/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is the abbreviated version of the DBA for our RJ office. We use YRP and Your Real Plan interchangeably. We mainly use YRP, but sometimes people ask what YRP stands for and Your Real Plan is the answer.

Exams

• S66 Uniform Combined State Law Examination
  2007-10-26
• S63 Uniform Securities Agent State Law Examination
  2000-03-17