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Matthew Raymond Tonelli

CAPSTONE INVESTMENT ADVISORS, LLC·NEW YORK, New York
CAPSTONE INVESTMENT ADVISORS, LLC
7 WORLD TRADE CENTER, NEW YORK, NY 10007CRD# 4709338Firm CRD# 155563

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Raymond Tonelli · NEW YORK, NY
Registration
CRD #4709338 · CAPSTONE INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Matthew Raymond Tonelli is a registered financial advisor based in NEW YORK, New York, affiliated with CAPSTONE INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CAPSTONE INVESTMENT ADVISORS, LLC
CAPSTONE INVESTMENT ADVISORS, LLC
AUM
$69.3B
Regulatory assets under management
Employees
284
Total firm employees
View all advisors at CAPSTONE INVESTMENT ADVISORS, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4709338
Firm CRD# 155563
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Raymond Tonelli offer?
Matthew Raymond Tonelli specializes in Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Matthew Raymond Tonelli's credentials?
Matthew Raymond Tonelli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Raymond Tonelli located?
Matthew Raymond Tonelli is based in NEW YORK, New York, working with CAPSTONE INVESTMENT ADVISORS, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Matthew Raymond Tonelli charge for services?
Matthew Raymond Tonelli's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPSTONE INVESTMENT ADVISORS, LLC?
CAPSTONE INVESTMENT ADVISORS, LLC has approximately 284 employees and manages $69.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Emily Ann Locher
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Jonathan Edward Hugh Sorrell
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Joseph John Lucas
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Robert Jan Kolodziej
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Gilfelix Ong Cua
NEW YORK, NY

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