Matthew Stohlman (CRD# 5060574) is an Investment Advisor Representative working at Poinciana Advisors Group, LLC in Palm Beach Gardens, FL and has over 18 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5575170
Edward Jones
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Poinciana Advisors Group, LLC | Palm Beach Gardens, FL | Jul 2005 - Current | 18 |
| Smith, Stohlman, James & Gardere, P.a | Palm Beach Gardens, FL | Jul 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2006 |
- FL
-
Total Assets Under Management210MILLIONS
-
Total Number of Accounts200ACCOUNTS
-
Average Account Value$1,050,396
- A percentage of assets under your management
- Hourly charges
- 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)
FL, TX
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