Matthew David Gelfand
Investment Adviser Representative at Princeton Global Asset Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew David Gelfand is an investment adviser representative with Princeton Global Asset Management LLC in Chevy Chase, MD, where they have been registered since 2024. They have worked in the securities industry since 2005 and have been registered with 8 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Tricolor Capital Advisors LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Maryland.
Registrations & licenses
- Investment adviser:
- Maryland
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Rockefeller FinancialMar 2010 – May 2019New York, NY
- Rockefeller & Co. LLC DBA Rockefeller Capital ManagementMar 2018 – May 2019New York, NY
- Moreland Associates, LLCNov 2019 – no end date reportedMonkton, MD
- Self-employed ConsultantJun 2019 – Oct 2019Chevy Chase, MD
- Rockefeller FinancialJan 2012 – May 2019New York, NY
- Tricolor Capital AdvisorsDec 2021 – no end date reportedBethesda, MD
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2023 – no end date reportedBethesda, MD
- Bank of America, N.A.Mar 2023 – no end date reportedBethesda, MD
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Princeton Global Asset Management LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Sophisticated wealth planning including cash flow and liquidity, tax planning, charitable giving, family education, estate and wealth transfer, and insurance and protection. Investment services including account consolidation, tax-efficient investing, proprietary stock and ETF model portfolios, sustainable and impact investing, alternative investments (private equity, credit, and real estate), investor letters and market research, and a referral network.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 20
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Princeton, NJ
- SEC file number:
- 801-71305
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 24, 2026
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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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