Matthew GilchristCRD 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.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Sella & Martinic, LLC||Rockville, MD||Feb 2014 - Current||3|
|Spc Financial, Inc.||Rockville, MD||May 2010 - Current||7|
|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|
Total Assets Under Management655MILLIONS
Total Number of Accounts3,174ACCOUNTS
Average Account Value$206,245
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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