Matthew Gotlin, financial advisor Columbia MD

Matthew Gotlin

CRD Number: 2498059
Current Firm: Bdo Wealth Advisors, LLC

Matthew Gotlin (CRD# 2498059) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Columbia, MD and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Bdo Wealth Advisors, LLC Columbia, MD Jan 2020 - Current 1
Biegel & Waller LLC Columbia, MD Jan 2009 - Jan 2020 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2010
Contact Info for Matthew A. Gotlin
Phone Number: 904.396.4015
Firm Website: http://www.bdo.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    1,509
    MILLIONS
  • Total Number of Accounts
    2,886
    ACCOUNTS
  • Average Account Value
    $522,755
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

CA, CO, FL, GA, IL, MA, MD, MO, NC, NH, NJ, NY, PA, TX, UT, VA

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