Matthew Gold, financial advisor Davie FL
88 score

Matthew Gold

CRD Number: 6175154
Current Firm: Summit Financial Group Inc.

Matthew Gold (CRD# 6175154) is an Investment Advisor Representative working at Summit Financial Group Inc. in Davie, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Summit Brokerage Services Inc. Gainesville, FL Aug 2014 - Current 2
University Of Florida Gainesville, FL Jan 2012 - Current 4
Ameriprise Financial Services Inc. Fort Lauderdale, FL Mar 2013 - Aug 2014 1
Unemployed Gainesville, FL May 2011 - Jan 2012 < 1
Broward County Schools Fort Lauderdale, FL Jun 2003 - May 2011 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Matthew V. Gold
Phone Number: 561-338-2600
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,671
    MILLIONS
  • Total Number of Accounts
    8,086
    ACCOUNTS
  • Average Account Value
    $206,638
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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