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Matthew Adam Gordon

Wealthstream Advisors, Inc.

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About Matthew Adam Gordon

Matthew Adam Gordon is a financial advisor currently registered with Wealthstream Advisors, Inc. in New York and Texas. Matthew has been working in the financial services industry since 1991. He specializes in providing financial planning, pension consulting, and portfolio management services to high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Matthew has a Series 7, Series 24, and Series 63 license and is a Certified Financial Planner.

Firm Information

Matthew Gordon is currently registered with Wealthstream Advisors, Inc.. Wealthstream Advisors, Inc. is a New York-based investment advisor with over $1.34 billion in regulatory assets under management. The firm offers a range of services including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and institutions. Wealthstream Advisors, Inc. serves a variety of clients including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
Wealthstream Advisors, Inc.

60 EAST 42ND STREET

NEW YORK, NY 10165

$1.35B

Assets Under Management

4

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Gordon’s Registration & Firm History

NY

07/29/2021 - Present

Wealthstream Advisors, Inc. (NEW YORK NY)

NY

07/24/2002 - 02/19/2013

MML INVESTORS SERVICES, LLC (NEW YORK NY)

NY

05/09/1991 - 08/14/1998

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

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Licenses & Designations

BC

Issued 07/24/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/18/1991

Series 24 - General Securities Principal Examination

BC

Issued 07/23/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Adam Gordon.
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