Matthew Gilchrist, financial advisor Rockville MD
93 score

Matthew Gilchrist

CRD Number: 5606014
Current Firm: Spc Financial Inc.

Matthew Gilchrist (CRD# 5606014) is an Investment Advisor Representative working at Spc Financial Inc. in Rockville, MD and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Sella & Martinic, LLC Rockville, MD Feb 2014 - Current 2
Spc Financial, Inc. Rockville, MD May 2010 - Current 6
Raymond James Financial Services, Inc. Rockville, MD Oct 2008 - Current 8
Gilchrist Companies, Inc. Rockville, MD Oct 2007 - Dec 2013 6
Georgetown University Clarendon, VA Sep 2007 - Dec 2010 3
Raymond James Financial Services Columbia, MD Oct 2008 - Oct 2008 < 1
Stoehr Companies, Inc. Eldersburg, MD Apr 2007 - Oct 2008 1
The Keystone Group, LLC Bethesda, MD Jan 2005 - Mar 2007 2
University Of Maryland College Park, MD Jan 2003 - Dec 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2009
Contact Info for Matthew E. Gilchrist
Phone Number: 301-770-6800
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    655
    MILLIONS
  • Total Number of Accounts
    3,174
    ACCOUNTS
  • Average Account Value
    $206,245
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
Types of Clients
Registered States

AR, CA, CT, DC, DE, FL, GA, IL, MA, MD, NC, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, WA, WV

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

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