Matthew Wollmann, financial advisor Beverly Hills CA
93 score

Matthew Wollmann

CRD Number: 5417166
Current Firm: Hilltop Securities Inc.

Matthew Wollmann (CRD# 5417166) is an Investment Advisor Representative working at Hilltop Securities Inc. in Beverly Hills, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Southwest Securities, Inc. Dalas, TX Sep 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Smith Barney Beverly Hills, CA Feb 2011 - Current 5
Ml Stern & Company Beverly Hills, CA Apr 2008 - Feb 2011 2
Max's Grille Boca Raton, FL Nov 2006 - Apr 2008 1
Ameriprise Financial Services, Inc. Boca Raton, FL Sep 2007 - Dec 2007 < 1
Affordable Storm Protection West Palm Beach, FL Jul 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for Matthew A. Wollmann
Phone Number: 214-859-1800
Firm Website: http://genepdickey.com
Registered State(s):
  • CA
  • FL
  • NV
By the Numbers
  • Total Assets Under Management
    927
    MILLIONS
  • Total Number of Accounts
    3,659
    ACCOUNTS
  • Average Account Value
    $253,402
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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