Matthew R Lichtman
Investment Adviser Representative at Advisory Services Network
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew R. Lichtman is an investment adviser representative with Advisory Services Network in Wellesley, MA, where they have been registered since 2021. They have worked in the securities industry since 2012 and were previously registered with Goldman Sachs & Co. LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 3 (commodity futures). They are registered to provide investment advice in Massachusetts and New York.
Registrations & licenses
- Investment adviser:
- Massachusetts, New York
- Broker:
1 state or territory
Massachusetts
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.
- Goldman, Sachs & Co.Apr 2014 – May 2021New York, NY
- Advisory Services Network, LLCJun 2021 – no end date reportedAtlanta, GA
- Calton & Associates, Inc.Apr 2026 – Aug 2026Tampa, FL
- Calton & Associates, Inc.Aug 2026 – no end date reportedTampa, FL
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Advisory Services Network
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $25,000 (waivable)
- First $500,0002.25%
- Next $1,500,000 (up to $2,000,000)1.75%
- Next $3,000,000 (up to $5,000,000)1.50%
- Assets Over $5 million1.25%
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
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 250
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Atlanta, GA
- SEC file number:
- 801-71112
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
View full firm profileOther advisors at Advisory Services Network
Showing 12 of 250 in the directory
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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 R Lichtman 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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