AdFi
MD

Matthew David Gelfand

Investment Adviser Representative at PRINCETON GLOBAL ASSET MANAGEMENT LLC

Chevy Chase, MDCRD #2305805Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
21 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Maryland
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/20/2023
Series 65
Uniform Investment Adviser Law Examination
Passed 12/30/1992
Series 7
General Securities Representative Examination
Passed 4/8/2023
SIE
Securities Industry Essentials Examination
Passed 1/30/2023

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Princeton Global Asset Management LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PRINCETON GLOBAL ASSET MANAGEMENT LLCCurrent
12/3/2024Chevy Chase, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
3/22/202312/2/2024Bethesda, MD
TRICOLOR CAPITAL ADVISORS LLC
2/3/20223/6/2023Chevy Chase, MD
MORELAND ASSOCIATES, LLC
8/10/20202/1/2022Chevy Chase, MD
ROCKEFELLER & CO., INC.
2/1/20125/16/2018New York, NY
POTOMAC ASSET MANAGEMENT CO INC
11/3/200911/1/2010Frederick, MD
LYNX INVESTMENT ADVISORY,LLC
10/16/200710/23/2009Washington, DC
MDG FINANCIAL ADVISORS, LLC
4/17/20016/14/2007Bethesda, MD

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew David Gelfand has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Matthew David Gelfand - Financial Advisor in Chevy Chase, MD | AdvisorFinder