1. Wealthminder
  2. Hawthorne, NY
Matthew Gilmore, financial advisor Hawthorne NY

Matthew Gilmore

CRD Number: 4712138
Current Firm: Private Advisor Group, LLC

Matthew Gilmore (CRD# 4712138) is an Investment Advisor Representative working at Private Advisor Group, LLC in Hawthorne, NY and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Hawthorne, NY Aug 2016 - Current 7
Private Advisor Group, LLC Hawthorne, NY Aug 2016 - Current 7
Mml Investors Services LLC White Plains, NY Oct 2011 - Jul 2016 4
Massmutual Life Insurance Company White Plains, NY Dec 2010 - Jul 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2003
Contact Info for Matthew T. Gilmore
By the Numbers
  • Total Assets Under Management
    31,536
    MILLIONS
  • Total Number of Accounts
    122,156
    ACCOUNTS
  • Average Account Value
    $258,160
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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, VI, VT, WA, WI, WV, WY

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