Matteo Caccia
Investment Adviser Representative at Focus Partners Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matteo Caccia is an investment adviser representative with Focus Partners Wealth, LLC in Needham, MA, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with IEQ Capital, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Massachusetts.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Buckingham Strategic WealthJun 2023 – Aug 2023St. Louis, MO
- Unemployed (Student)Aug 2023 – Feb 2024Boulder, CO
- Morgan StanleyFeb 2024 – Aug 2024Boulder, CO
- Unemployed (Student)Aug 2024 – Jul 2025Boulder, CO
- IEQ CapitalJul 2025 – Oct 2025San Fransisco, CA
- UnemployedJan 2016 – Jun 2023Boulder, CO
- Focus Partners Wealth, LLCJan 2026 – no end date reportedSt. Louis, MO
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Focus Partners Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Other
- Estimated blended rate
- 0.0125
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,032
- Offices listed on AdvisorFinder:
- 100
- Main office:
- St. Louis, MO
- SEC file number:
- 801-72862
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
View full firm profileOther advisors at Focus Partners Wealth, LLC
Showing 12 of 1,032 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matteo Caccia has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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