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Matthew Eric Gordillo

Investment adviser representative at Park Edge Advisors, LLC
23 yearsExperience
1 stateRegistered in
$522.5MFirm assets
4 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feePerformance-based

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

23 years in the industry.

  1. Park Edge Advisors, LLCJul 2022 to now
  2. Stratos Wealth Advisors LLCSep 2021 to Nov 2022
  3. Inverness SecuritiesJun 2017 to Sep 2021
  4. First Allied Advisory ServicesJul 2012 to Jun 2017
  5. Ancora Inverness LLCJun 2011 to Sep 2021
  6. First Allied SecuritiesMay 2006 to Jun 2017
  7. Independent AdvisorsJun 2003 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 1 state (OH).

Park Edge Advisors, LLC

$522.5MAssets managed
330Clients
5Advisers
4 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
2430167
Firm CRD
317521
Advisor's SEC record (opens in a new tab)
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