Matthew StohlmanCRD Number: 5060574
Current Firm: Poinciana Advisors Group, LLC
Matthew Stohlman (CRD# 5060574) is an Investment Advisor Representative working at Poinciana Advisors Group, LLC in Palm Beach Gardens, FL and has over 16 years of experience in the finance industry.
J.p. Morgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Poinciana Advisors Group, LLC||Palm Beach Gardens, FL||Jul 2005 - Current||17|
|Ellrich, Neal, Smith & Stohlman P.a.||Palm Beach Gardens, FL||Jul 2001 - Current||21|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2006|
Total Assets Under Management182MILLIONS
Total Number of Accounts151ACCOUNTS
Average Account Value$1,204,445
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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