Matthew Scott Stohlman
Investment adviser representative at Poinciana Advisors Group, LLC
25 yearsExperience
1 stateRegistered in
$396MFirm assets
6 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Poinciana Advisors Group, LLCJul 2005 to now
- Smith, Stohlman, James & Gardere, P.AJul 2001 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (FL).
Poinciana Advisors Group, LLC
$396MAssets managed
112Clients
3Advisers
6 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
- 5060574
- Firm CRD
- 137423