Matthew Mcgloin
Investment adviser representative at Abundance Wealth Counselors, LLC
13 yearsExperience
1 stateRegistered in
$1.6BFirm assets
25 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 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
Experience
13 years in the industry.
- Abundance Wealth Counselors, LLCDec 2025 to now
- Abundance Wealth CounselorMay 2025 to Dec 2025
- Lackawanna CountyJan 2024 to Mar 2025
- Penn State Football Radio/sirius Xm/big Ten NetworkSep 2019 to Dec 2023
- National Football LeagueMay 2013 to Apr 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
Abundance Wealth Counselors, LLC
$1.6BAssets managed
511Clients
9Advisers
25 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
- 8197139
- Firm CRD
- 111740