Matthew Godelman (CRD# 7388355) is an Investment Advisor Representative working at New York Life Investment Management LLC in Holmdel, NJ and has over 2 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| New York Life Investments | Holmdel, NJ | Oct 2022 - Current | 1 |
| Fidelity Investments | Shrewsbury, NJ | Dec 2021 - Oct 2022 | < 1 |
| The College Of New Jersey | Ewing, NJ | Jul 2018 - Dec 2021 | 3 |
| Equitable Advisors, LLC | New York, NY | Jul 2021 - Sep 2021 | < 1 |
| Northwestern Mutual Life Insurance Company | Red Bank, NJ | May 2020 - Aug 2020 | < 1 |
| Clean Water Action | Long Branch, NJ | Jun 2019 - Aug 2019 | < 1 |
| Cvs | Aberdeen, NJ | Oct 2017 - Jul 2018 | < 1 |
| Holmdel High School | Holmdel, NJ | Jul 2014 - Jun 2018 | 3 |
| William R Satz Middle School | Holmdel, NJ | Jul 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- NJ
-
Total Assets Under Management99,286MILLIONS
-
Total Number of Accounts1,160ACCOUNTS
-
Average Account Value$85,591,698
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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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