MATTHEW DAVID GELFAND is an investment adviser representative (IAR) with state registration records since 2001, appearing at 8 firms. Currently registered with PRINCETON GLOBAL ASSET MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PRINCETON GLOBAL ASSET MANAGEMENT LLC | 2024-12-03 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2023-03-22 | 2024-12-02 | — |
| TRICOLOR CAPITAL ADVISORS LLC | 2022-02-03 | 2023-03-06 | — |
| MORELAND ASSOCIATES, LLC | 2020-08-10 | 2022-02-01 | — |
| ROCKEFELLER & CO., INC. | 2012-02-01 | 2018-05-16 | — |
| POTOMAC ASSET MANAGEMENT CO INC | 2009-11-03 | 2010-11-01 | — |
| LYNX INVESTMENT ADVISORY, LLC | 2007-10-16 | 2009-10-23 | — |
| MDG FINANCIAL ADVISORS, LLC | 2001-04-17 | 2007-06-14 | — |