Matthew David Gelfand
Investment adviser representative at Princeton Global Asset Management LLC
16 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$921.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Princeton Global Asset Management LLCDec 2024 to now
- Bank of America, N.A.Mar 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2023 to now
- Tricolor Capital AdvisorsDec 2021 to now
- Moreland Associates, LLCNov 2019 to now
- Self-employed ConsultantJun 2019 to Oct 2019
- Rockefeller & Co. LLC dba Rockefeller Capital ManagementMar 2018 to May 2019
- Rockefeller FinancialMar 2010 to May 2019
Designations
- CFA
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1992
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MD).
Princeton Global Asset Management LLC
$921.3MAssets managed
365Clients
21Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2305805
- Firm CRD
- 146644