Matthew Gensler, financial advisor New City NY
93 score

Matthew Gensler

CRD Number: 1312436
Current Firm: Capstone Investment Financial Group, LLC

Matthew Gensler (CRD# 1312436) is an Investment Advisor Representative working at Capstone Investment Financial Group, LLC in New City, NY and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Gerson Lehrman Jamaica, NY Nov 2007 - Current 9
Coastal Equities, Inc. Wilmington, DE Nov 2011 - Oct 2015 3
Coastal Value Partners, LLC New York, NY Apr 2010 - Oct 2015 5
Coastal Investment Advisors Wilmington, DE Apr 2010 - Oct 2015 5
Raymond James Financial Services Advisors, Inc. Saint Petersburg, FL Jan 2009 - Oct 2010 1
Raymond James Financial Services, Inc. New York, NY May 2003 - Jun 2010 7
Gesher Foundation Jerusalem, Feb 2006 - Nov 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2001
S65 NASAA Investment Advisors Law Examination Sep 2003
Contact Info for Matthew D. Gensler
Phone Number: 877-491-7514
Registered State(s):
  • CO
  • NJ
By the Numbers
  • Total Assets Under Management
    97
    MILLIONS
  • Total Number of Accounts
    1,254
    ACCOUNTS
  • Average Account Value
    $77,748
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, LA, MA, MI, MO, NE, NJ, OR, TX, UT, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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