Matthew Gelman (CRD# 7525371) is an Investment Advisor Representative working at Vci Wealth Management LLC in Bradenton, FL and has over 2 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vci Wealth Management LLC | Bradenton, FL | May 2023 - Current | 1 |
| Fefa Asset Management, LLC | St Louis, MO | Jan 2022 - Current | 2 |
| Fefa Advisors LLC | St Louis, MO | Jan 2022 - Current | 2 |
| Ae Wealth Management, LLC | Topeka, KS | Apr 2022 - May 2023 | 1 |
| Inside Out | St. Petersburg, FL | Jul 2021 - Dec 2021 | < 1 |
| Unemployed | Tampa, FL | Jan 2020 - Jul 2021 | 1 |
| Ev Federal, LLC | Valley Park, MO | May 2018 - Dec 2019 | 1 |
| Pasco-hernando State College | Tampa, FL | Jan 2015 - Apr 2018 | 3 |
| Unemployed | Tampa, FL | Jan 2012 - Jan 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- FL
- MO
- TX
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Total Assets Under Management191MILLIONS
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Total Number of Accounts5,879ACCOUNTS
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Average Account Value$32,556
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
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