Matthew Gilbride, financial advisor San Jose CA
93 score

Matthew Gilbride

CRD Number: 4434943
Current Firm: Voya Financial Advisors, Inc.

Matthew Gilbride (CRD# 4434943) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in San Jose, CA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors, Inc. San Jose, CA May 2015 - Current 1
American General Financial Group Houston, TX Sep 2000 - Current 16
Valic Financial Advisors, Inc. Houston, TX Sep 2000 - Mar 2015 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2005
S66 NASAA Uniform Combined State Law Examination Jan 2006
Contact Info for Matthew D. Gilbride
Phone Number: 1-800-356-2906
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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

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