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Matthew David Gelfand

Princeton Global Asset Management LLC

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About Matthew David Gelfand

Matthew David Gelfand is an experienced financial advisor with over 18 years of experience in the industry. Matthew holds the Series 7TO, Series 66, and Series 65 licenses, and is a Certified Financial Planner and a Chartered Financial Analyst. Matthew is currently registered with Princeton Global Asset Management LLC, where he provides financial planning, portfolio management, and pension consulting services to individual and institutional clients. Matthew has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Matthew Gelfand is currently registered with Princeton Global Asset Management LLC. Princeton Global Asset Management LLC is an investment advisory firm headquartered in Princeton, New Jersey. The firm has 3 licensed agents and 13 investment advisor representatives. They provide financial planning, pension consulting, educational seminars, and portfolio management services to individuals and high net worth individuals, as well as pension and profit sharing plans. The firm manages approximately $605,788,806 in assets, with $579,370,537 of that managed discretionarily.
Princeton Global Asset Management LLC

17 HULFISH STREET

PRINCETON, NJ 08542

$605.79M

Assets Under Management

Not reported

Total Clients

14

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 Gelfand’s Registration & Firm History

NJ

12/03/2024 - Present

Princeton Global Asset Management LLC (PRINCETON NJ)

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Licenses & Designations

BOTH

Issued 01/20/2023

Series 66 - Uniform Combined State Law Examination

IA

Issued 12/30/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/08/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/30/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Matthew David Gelfand.
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