Matthew Gordillo (CRD# 2430167) is an Investment Advisor Representative working at Park Edge Advisors, LLC in Cleveland, OH and has over 29 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Park Edge Advisors, LLC | Cleveland, OH | Jul 2022 - Current | 1 |
| Stratos Wealth Advisors LLC | Avon Lake, OH | Sep 2021 - Nov 2022 | 1 |
| Inverness Securities | Cleveland, OH | Jun 2017 - Sep 2021 | 4 |
| Ancora Inverness LLC | Cleveland, OH | Jun 2011 - Sep 2021 | 10 |
| First Allied Advisory Services | Chesterfield, MO | Jul 2012 - Jun 2017 | 4 |
| First Allied Securities | San Diego, CA | May 2006 - Jun 2017 | 11 |
| Independent Advisors | Independence, OH | Jun 2003 - Jun 2017 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1995 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management460MILLIONS
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Total Number of Accounts821ACCOUNTS
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Average Account Value$560,575
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
OH, PA
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