# MATTHEW DAVID GELFAND

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.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PRINCETON GLOBAL ASSET MANAGEMENT LLC](https://search.stillhousedata.com/firm/146644) | 2024-12-03 | present | Yes |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2023-03-22 | 2024-12-02 | — |
| [TRICOLOR CAPITAL ADVISORS LLC](https://search.stillhousedata.com/firm/318324) | 2022-02-03 | 2023-03-06 | — |
| [MORELAND ASSOCIATES, LLC](https://search.stillhousedata.com/firm/297818) | 2020-08-10 | 2022-02-01 | — |
| [ROCKEFELLER & CO., INC.](https://search.stillhousedata.com/firm/106264) | 2012-02-01 | 2018-05-16 | — |
| [POTOMAC ASSET MANAGEMENT CO INC](https://search.stillhousedata.com/firm/105730) | 2009-11-03 | 2010-11-01 | — |
| [LYNX INVESTMENT ADVISORY, LLC](https://search.stillhousedata.com/firm/111814) | 2007-10-16 | 2009-10-23 | — |
| [MDG FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/116388) | 2001-04-17 | 2007-06-14 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2305805)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2305805.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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