Unclaimed Profile

Matthew Joseph Buckley

CAPITAL ADVISORY GROUP, LLC·RICHMOND, Virginia

SIE, Series 7, Series 66CFPClean record24 years registeredCAPITAL ADVISORY GROUP, LLC

7100 FOREST AVE., RICHMOND, VA 23226CRD# 4274637Firm CRD# 139874

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Joseph Buckley · RICHMOND, VA

Registration

CRD #4274637 · CAPITAL ADVISORY GROUP, LLC · 24 years registered

Brand Profile

Not yet started

Career History

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jun 2016 – present

SUNTRUST INVESTMENT SERVICES, INC.

Apr 2012 – Jun 2016

RICHMOND, VA

CAPITAL ADVISORY GROUP

Jun 2010 – Apr 2012

RICHMOND, VA

SUNTRUST INVESTMENT SERVICES, INC.

Jul 2002 – Jun 2010

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · July 9, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPGROUP ADVISORS, LLC

CRD 139874 · SEC 801-66418

AUM

$1.2B

Regulatory assets under management

Employees

516 client accounts

Services offered by CAPGROUP ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPGROUP ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Joseph Buckley offer?

Matthew Joseph Buckley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Matthew Joseph Buckley's credentials?

Matthew Joseph Buckley holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew Joseph Buckley located?

Matthew Joseph Buckley is based in RICHMOND, Virginia, working with CAPITAL ADVISORY GROUP, LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Matthew Joseph Buckley charge for services?

Matthew Joseph Buckley's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL ADVISORY GROUP, LLC?

CAPITAL ADVISORY GROUP, LLC has approximately 15 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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