# MATTHEW DAVID GRISHMAN

MATTHEW DAVID GRISHMAN is an investment adviser representative (IAR) with state registration records since 2001, appearing at 4 firms. Currently registered with GEBHARDT GROUP, INC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [GEBHARDT GROUP, INC](https://search.stillhousedata.com/firm/142903) | 2025-04-14 | present | Yes |
| [GEBHARDT GROUP, INC](https://search.stillhousedata.com/firm/142903) | 2020-02-25 | 2024-12-31 | — |
| [401K MASTERS, LLC](https://search.stillhousedata.com/firm/174735) | 2015-02-06 | 2018-12-31 | — |
| [GEBHARDT GROUP, INC](https://search.stillhousedata.com/firm/142903) | 2014-04-01 | 2019-08-02 | — |
| [UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER](https://search.stillhousedata.com/firm/20804) | 2011-10-07 | 2014-03-31 | — |
| [PUTNAM INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/106629) | 2001-09-25 | 2002-11-11 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2733954)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2733954.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.