Matthew Raymond Gelman
Investment adviser representative at Fefa Financial
11 yearsExperience
3 statesRegistered in
$435.3MFirm assets
3 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.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Fefa FinancialMay 2023 to now
- Vci Wealth Management LLCMay 2023 to now
- Fefa Advisors LLCJan 2022 to now
- Ae Wealth Management, LLCApr 2022 to May 2023
- Fefa Asset Management, LLCJan 2022 to Mar 2024
- Inside OutJul 2021 to Dec 2021
- UnemployedJan 2020 to Jul 2021
- Ev Federal, LLCMay 2018 to Dec 2019
- Pasco-hernando State CollegeJan 2015 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (FL, IL, TX).
Fefa Financial
Legal name: Vci Wealth Management LLC
$435.3MAssets managed
1,686Clients
22Advisers
3 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
- 7525371
- Firm CRD
- 324833